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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September 14, 2023
Proposed Fiduciary Rule Update
On September 8th, the Department of Labor (DOL) submitted a proposed fiduciary rule to the Office of Management and Budget (OMB) for review. Submission of a…
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September 11, 2023
Business Check Up: Why You Need to Revisit Your Buy Sell Agreement Periodically
When I was growing up, it always felt like things would break down in the fall. Once school got started and the summer heat in Texas…
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September 11, 2023
What is My Business Actually Worth?
Establishing a buy sell arrangement that is funded with life insurance is a significant step for business owners in the process of succession planning, but it…
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September 7, 2023
US Pacesetter and the Benefits of Volatility-Targeted Indexes
The S&P 500® is widely regarded as the best single gauge of the U.S. equities market. But it’s not the only index crediting strategy available to…
