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Thought Leaders in a World of Canned Content


CWG Insight Series: Is your old pension plan the best choice for retirement income or should you take matters into your own hands? Thumbnail

CWG Insight Series: Is your old pension plan the best choice for retirement income or should you take matters into your own hands?

For those who are lucky enough to have one, a pension plan can be a wonderful piece of the retirement income pie. For most there is not much thought involved with the pension plan decision; turn it on when you retire and select the option that continues 100% of the income for your spouse if you pass away. While that works just fine, you’re most likely leaving money on the table and you lack control of the asset. Let me explain why…

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CWG Insight Series: CARES ACT Provides Student Loan Payment Opportunity for Business Owners Thumbnail

CWG Insight Series: CARES ACT Provides Student Loan Payment Opportunity for Business Owners

When Congress passed the $2trillion CARES ACT emergency relief plan, most focused on the direct stimulus checks, unemployment benefits and Paycheck Protection Program (PPP) loans, which were all widely covered by the media. There are many other provisions that can be utilized, and today we’ll cover a planning opportunity for business owners who personally have student loans and/or whose employees do.

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