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...
by Jack Nachtrab | Feb 1, 2021 | Life
Jack NachtrabLife Insurance Consultant As we move into tax season and many business owners begin looking at their financials, it sparks a good opportunity to start a conversation with your business owner clients about developing and funding a buy-sell or key-person...
by Chris Wholehan | Dec 9, 2020 | Life, Long Term Care
Chris Wholehan, President – Wholehan Marketing As you may have seen from our social media posts, the Wholehan Marketing team is counting down the days of this holiday season by performing Random Acts of Compassion and Kindness (RACK’s) each day. These...
by Jack Nachtrab | Oct 22, 2020 | Life
Life Insurance Consultant Taxes are often an over-looked aspect of retirement planning for clients. Many people see their 401k or IRA balance and forget to account for taxes and RMDs. There are many ways to help lessen a tax burden in retirement and turn life...
by Chris Wholehan | Sep 30, 2020 | Life
Chris WholehanPresident As we come to the end of Life Insurance Awareness Month, and at the same time look ahead toward the upcoming Tax Season, advisors can use the fourth quarter of the year to help their clients position assets to have a meaning impact on their...
