by Jack Nachtrab | Oct 11, 2021 | Life
Jack Nachtrab Life Insurance Consultant There are many changes to the tax landscape of the US on the horizon during the next few years of the current administration. One of the largest potential changes will be a 5% increase on the marginal capital gains tax rate for...
by Chris Wholehan | Sep 13, 2021 | Life
Chris Wholehan As we take a moment this month to reflect on the events that have unfolded over the last 18 months, we should also take note that September is also Life Insurance Awareness month. As we honor those who are no longer with us, we should honor our...
by Jack Nachtrab | Aug 30, 2021 | Life
Jack Nachtrab According to a recent survey, 36% of retirees say they’re unable to spend as freely as expected, and 60% say they travel less than they want to. Retirement is something everyone looks forward to, but not something everyone plans for. An important part of...
by Jack Nachtrab | May 17, 2021 | Life
Jack Nachtrab Life Insurance Consultant Many clients save for retirement in qualified plans that defer taxation until the funds are withdrawn. These qualified plans require distributions (RMD’s) to be taken starting at age 72, whether the client wants them or...
by Jessica Hernandez | Apr 16, 2021 | Life
Jack Nachtrab Life Insurance Consultant According to the Federal Reserve Bank of NY, over the last 7 years, household debt in the US has increased by $3.04 trillion. As Americans become less afraid of having debt in their financial plan, an increasingly overlooked...
by Jack Nachtrab | Mar 16, 2021 | Life
Jack Nachtrab Pensions in the private workplace are not as prevalent today as they used to be, however most public sector jobs still offer pensions. When it comes time for retirement, married clients are faced with the decision on whether to take a single-life payout...
