Monthly Archives: October 2020

4 Practical Steps to Conquer Fears and Increase Business

Ann Bachrach, The Accountable Coach We’ve all been afraid to try something new at one time or another. Why is that? And it seems as we age, our fear controls more and more of our willingness to try something new. We prefer to forego a new experience because we want to avoid whatever bad thing […]

Tip of the Week

Life and Financial Planning in the Time of COVID-19 In this time of economic and social crisis, life insurance and financial planning advice is more valuable than ever. The tough economic news of the past few months affects clients in many ways. Review of life insurance needs and planning strategies, retirement savings, asset allocation, tax […]

Tip of the Week

Family Caregiving Many of our financial services clients are taking care of an aging parent, juggling their own work and family life with the demands that caregiving places on them. And it’s not just an emotional and physical journey—there is a very real financial component to providing care. Financial service professionals are in a position […]

IRS Inflation Adjusted Limits for 2021


        Ernie Guerriero, CLU®,ChFC®,CEBS,CPCU®,CPC®,CMS,AIF®,RICP®,CPFA The IRS has announced increases in some limits; however, the majority of the limits remain the same.  The 401(k) limit remains at $19,500 and the catch-up limit remains at $6,500.  What has increased: Defined Contribution Annual Addition to $58,000 from $57,000 Annual Compensation Limit to $290,000 from $285,000 […]

The Risk of Relying on Social Security


Mike McGlothlin, ChFC®, CLU®, CFP® Are your clients relying on Social Security to fund their retirement? If you answered yes, you’re not alone. In fact, for 61% of us, the majority of our retirement income will come from Social Security. The trouble with that strategy is that Social Security is set to decrease by 24% […]

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