October 18, 2021

Estate Planning for Business Owners with Julie Eisenhower

For several years now, I’ve taught many different financial concepts and strategies. As we embark on a new series that focuses on the legal side of things, I’d like to take a slightly different approach. Rather than hearing it directly from me, I’ve decided to bring in a series of guests to explain the real-world application of each of these legal subjects. I’m doing this with the hope that it can be of value to you and your business, hearing from some of the industry’s top legal professionals. Because of the nature of these episodes, I will summarize the information right here in the blog. However, I really encourage you to take the time to listen to the podcasts to get the full scope of their expertise. Without further ado, I’m kicking this series off with an interview about estate planning for business owners with Julie Eisenhower.
October 3, 2019

39 Types of Trusts: A Comprehensive List

In my last article, we delved into basic trusts. We defined what they are, and how each type is used. Well, in this follow-up article we dive into the weeds, so to speak. This article is an exhaustive list of the most common types of trusts, and will take you from A-Z, as we discuss the thirty-nine — yes, you read that correctly — types. So strap in as I make all these trust types that can be used in your financial planning, financially simple.
October 1, 2019

9 Different Types of Trusts – A Financially Simple Overview

As business owners, so much of our time and effort is poured into making our businesses successful. You plan for every possibility and eventuality, mitigating risk while maximizing value. You pour so much of yourselves into the business side of your lives, but do you take as much care with your personal effects? Think about it, if you put so much thought into protecting your business, shouldn’t you put at least as much thought into your personal lives? Over the last few weeks, I’ve discussed the importance of estate planning. As I continue digging into the topic, I’d like to take some time to understand nine different types of trusts. Trusts are a crucial part of managing your estate, so let’s take a few moments to get to know them.
October 23, 2017

5 Financial Steps for Surviving the Death of a Spouse

The death of a spouse one can be devastating. Every closet you open, every TV show you watch, every holiday reminds you of those that are no longer there. Not long ago, I experienced the tragic losses of my father and uncle. Luckily, I was able to offer my mother and aunt the financial help they needed, along with the emotional support those grieving need. Because this loss is sadly a fact of life, I have dealt with it in my business as well. As a CERTIFIED FINANCIAL ADVISOR™ in Knoxville, TN many of my clients need the same help navigating such a devastating loss.
June 7, 2017

Reasons You Don’t Need an Annuity

In the world of finance, advisors are sometimes scolded for selling annuities. Dave Ramsey is especially popular for doing this. While I agree that annuities aren’t always the best option for every individual. There is a time and place for everything. When you’re trying to keep expenses to the client as cheap as possible, achieve an overall comprehensive plan, which includes everything, their asset protection, savings, investments, taxes, etc., an annuity considered holistically may not be the best recourse. However, I have used annuities for clients. So what are some reasons you don’t need an annuity?
March 22, 2017

Just Lost Your Spouse? What to Do?

One of the hardest situations anyone faces in life is the loss of a loved one, and when that loved one is a spouse, it can leave you baffled beyond just your emotions. Unfortunately, the financial chaos that ensues can be just as overwhelming as the emotional void when you’ve just lost your spouse. That’s why preparing for the inevitable helps you heal faster, at least when it comes to the financial burdens you face.
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