Tax Laws Have Changed. Here's a Way to Help Your Heirs.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement
Are you under the age of 59 1/2? The Retirement Red Zone is defined as the 10 years before and the 10 years after retirement. It's a critica
As a licensed fiduciary for over 15 years and spending most of that time with retirees, I’ve heard the same desires and concerns repeatedly:
The holidays are a time for family gatherings, and it’s a good bet that at many of them, a couple of the adult “kids” huddled together and a
At JenniferLangFinancialServices.com, we help small businesses apply for financing through our network of banks including SBA loans, Bank Te
Many people know about life insurance and how it may give financial protection. What about using life insurance in retirement? Just look onl
As the United States has scrambled to address the economic fallout from the COVID-19 pandemic, many business owners and their employees are
Life insurance is designed to help protect a household from the financial hardships that may follow the untimely death of a primary wage ear
When considering the coverage amount the business owner should first calculate the financial impact of the loss of a key person. Charles de
A SEP can be established by sole proprietors, partnerships, and corporations, including S corporations. If you're like many small business
In the past, we’ve talked about the importance of being prepared for retirement. Of course preparation is different for everyone. For one, w
It’s not always easy for small business owners to pinpoint the best lender for a microloan of under $50,000. After all, most major banks are
Purchasing or refinancing a commercial real estate (CRE) property can help a business owner build personal net worth and strengthen their bu
One type of IUL insurance product is designed to offer growth and income potential. This type of robust solution may be most attractive to
In the last decade, we had two major market crashes. Understandably, many working professionals worry about the long-term safety of their ..
As a small business owner or an entrepreneur, you are used to taking the lead. But there is one frontier you may still need to master… the