Money to Give with Rick Peck - The Philanthropy Guy
Today we discuss the role of philanthropy to be more impactful than government intervention into sociaties challenges.
By Steven Bowles
06:07 PM Thu April 25, 2024
Related Stories
Buy-Sell Agreements and the Connelly v. United States decision
Steven Bowles
12:24AM Thu June 13, 2024
The Connelly Case has serious implications for buy-sell agreements. Now is the time to make sure your advisors are reviewing agreements that include life insurance as a funding mechanism.
2026 Estate Tax Sunset; What Does it Mean For You?
Steven Bowles
12:22AM Thu June 13, 2024
Major changes are coming to the estate tax landscape. Estates that fall below the estate tax thresholds will suddenly find themselves subject to that tax at passing. Here's everything you need to know.
Unleashing the Power of the Infinite Banking Concept for High Net Worth Investors
Steven Bowles
07:16PM Fri April 5, 2024
The Infinite Banking Concept (IBC), also known as Bank on Yourself or Bank with Whole Life, is a risk management tool, not an investment, that tackles two financial risks at once.
Maximizing Wealth Transfer: How High Net Worth Individuals Can Utilize Life Insurance
Steven Bowles
06:42AM Fri April 19, 2024
Savvy investors, seeking to optimize assets and ensure a smooth wealth transfer, need a bulletproof strategy for their loved ones.