August 4, 2025
Unlocking the Power of the One Big Beautiful Bill Act
You have probably heard that the One Big Beautiful Bill Act (OBBBA) increased the amount people can leave loved ones without paying a federal estate tax....
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May 23, 2024
Celebrate the Present, Protect the Future
This is the time of year for graduates and their family and friends to celebrate a milestone and look forward to future endeavors, whether that be…
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May 23, 2024
MYGA Rates Have Increased!
On Wednesday, May 22, our MYGA rates got even better: RetireMax Secure 5 increased from 5.00% to 5.40% Green Mountain Freedom 5 NY increased from 4.70%…
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May 16, 2024
Flexible Strategies for an Uncertain Estate Tax Environment
Regulatory uncertainty combined with long-lasting episodes of high inflation and a fluctuating economic landscape pose a challenge to every American. In the federal estate and gift…
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May 16, 2024
Asian & Pacific American Heritage Month: Newly Added Multicultural Marketing Materials
There has been a designation of Asian American and Pacific Islander Heritage Month (AAPIHM) in the United States since 1990, celebrating the achievements and contributions of…
