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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July 11, 2024
Roadmap to Retirement: Nonqualified vs IRAs
The Roadmap to Retirement involves navigating numerous choices, including potentially deciding between a nonqualified account or the various Individual Retirement Accounts (IRAs). Are you asking which…
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July 11, 2024
No Retirees Left Behind! Maximize Your Earnings With FICA Alternative
A large group sale could be lost if you are not discussing part-time, seasonal & temporary (PST) employees’ retirement benefits with government plan sponsors: such as local…
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July 11, 2024
BUILDing Blocks: Prospecting for New Business
Understanding how to connect with customers whose needs align with your products is essential for your business growth. Join Patricia Haynes of Apogee Financial Partners as…
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July 11, 2024
The Window for Your Clients to Establish a Qualified Plans Is Still Open, but Not for Long!
With the passage of the SECURE Act in December 2019, businesses now have until their tax filing deadline, plus extensions to implement certain types of qualified…
