Background: Sometimes people want to have the ability to save more for retirement than they are; however, they are limited by various Retirement Plan rules. Depending on the type of …
Simple Problems with Creative Solutions
Background: Our clients often come to us with a focus on one or two priority problems. As we dig a little deeper, we often find that they may have other …
To Draw or Not To Draw?
Background: Variable Annuities with Minimum Income Guarantees are quite popular and have been a very effective planning strategy. There are many different types of these contracts offered by various insurance …
Is a Large Tax Deduction Today Appropriate for Some Individuals?
Background: A client with an annual personal income exceeding $500,000 was in the highest federal and state income tax brackets. The question became “if we could create a large tax …
Is a Large Tax Deduction Today Appropriate for Some Individuals?Read More
There’s Gold in the File Cabinet
Background: Many people in their 60’s and 70’s own a life insurance policy purchased in the 1970’s, 1980’s or 1990’s that is not performing as well as projected at interest …
Working In Concert For You and Not Just With You
In this segment B&E’s President Sarah Kaelberer identifies how working in concert with you and not just for you helps you achieve the best life possible.
Uncommon Follow Through on Financial Commitments
In this segment B&E’s Founder Dennis Zahrbock presents tactics for uncommon follow through on financial commitments.
Avoid Emotionally Driven Decisions
In this segment B&E’s Vice President Stefani Fiedler delivers objective ways to avoid emotionally driven decisions on important money matters.
