In The News: Joe Boden featured in CNBC - Medicare Enrollment

With Medicare Open Enrollment in full swing, our Senior Wealth Advisor and Partner Joe Boden in Seattle told CNBC “Just make sure your prescriptions and doctors are still being covered under your current plan,”. Make sure you check out this article before December 7th when open enrollment closes: https://www.cnbc.com/2020/10/23/here-are-tips-from-advisors-for-getting-your-medicare-coverage-right.html

 

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Family Business Magazine - Protecting Assets Across Generations

Author: Jon Moore 

 

With my business owner clients, we often start to talk about the larger legacy they have as part of business planning and life transition planning. Will their children join the business? What can they do to protect the wealth they've created for their children and their children's children? 

 

Because of my experience, I was invited to speak at Family Business Magazine's Transitions Conference on the topic, and I've included the short video interview below. 

 

 

The invitation was earned after the Family Business Magazine team saw my interview about Managing Finances and Investments for Business Owners in our video interview series "Invest In What's Important." For anyone that has any questions about the topic, feel free to reach out to me anytime.

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In The News: Nick Hatfield featured in US News and World Report - Irrevocable Life Insurance Trusts

Author: Nick Hatfield 

 

When I talk with my clients, a few are fortunate enough to be dealing with having a taxable estate, which means they have more than the $11.58 million or the $23.16 million in net worth that they may pass down. And for many, they are curious how they can protect their assets through that transition. Looking deeper into trusts and insurance, there are ways that they can protect assets one of which is called Irrevocable Life Insurance Trusts. 

 

Because of my knowledge here, I was interviewed by Coryanne Hicks of US News and World Report on Irrevocable Life Insurance Trusts and quoted in her article "What Advisors Should Know About ILITs". The information applies beyond advisors and to folks who have a net worth greater than $11.58 million or the $23.16 million. 

 

If you'd like to learn more, feel free to contact me here.

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How to Make a Smooth Transition to Retirement

Author: Mitch Conlon

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What is Social Security Retirement Age and When Do I Collect?

Author: Mitch Conlon

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