Lincoln Financial Group Life Insurance
Explore how Lincoln Financial Group life insurance through Finley Davis can diversify your portfolio, protect your business, and reduce future taxes.
What is Supplemental Life Insurance
If you maintain a life insurance policy, income will be provided to your loved ones when you pass away. In America, slightly more than half of adults carry life insurance.
Market Minute – May 2024
In the fourth quarter of 2023 and the first quarter of 2024, the equity markets experienced one of the strongest six-month rallies in recent history.
Case Study: The Cost of Inaction
A brief but in-depth look at how planning for the 2026 Federal Estate Tax Exemption Sunset can significantly help minimize tax liability.
Is Your Estate Team Truly Aligned?
Without a proficient team working together toward a common goal, your estate complexities can become overwhelming. It is imperative that all members of your estate team—wealth managers, tax professionals, and legal experts—collaborate effectively, ensuring that your voice and vision are consistently represented.
Life Insurance for Asset Protection and Early Retirement
Find out how life insurance can enhance your financial strategy because it offers wealth accumulation and tax-free income.
Big Estate Tax Changes Ahead
With the impending changes to the Federal Estate Tax, many families will struggle to find effective solutions that preserve their wealth for future generations. What if more of your money could go where you want it to go—towards your heirs and cherished charitable causes—rather than being lost to taxes?
Tax-Efficient Investment Strategies for High-Net-Worth Investors
In the realm of high net worth (HNW) investing, it’s not just about how much you earn—it’s about how much you keep after taxes.
Strategic Use of Retirement Accounts for Wealth Accumulation
Retirement accounts are not just vehicles for saving money for your golden years; they can also be powerful tools for wealth accumulation.
The Value of Corporate Trustees in Estate Planning
A corporate trustee is a financial institution or trust company that serves as the trustee for your estate, providing professional management and oversight.
