In this segment, President Sarah Kaelberer and Vice President Laura Maksymkow share some exciting news that will benefit us all for years to come! Learn about B&E’s partnership transitions and the company’s more than 40 years history and long term future plans to continue to serve you with your interest in mind.
A Good Place to Save Money
Background: In a lackluster interest rate environment, it is not uncommon to have clients ask where they can find a safe place to save some cash and at least earn …
Everyone Saves More and Gains Flexibility
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.
