Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Kim Rampersad Appointed 2021 President of the LI Chapter of Financial Services Professionals
Woodbury, New York: On June 18th, 2020 the Society of Financial Service Professionals installed Wealth Advisory Group’s Kamerick (Kim) Rampersad, CLTC, LUTCF as the new Committee Chairwoman and President of their Long Island...
Read MoreYour Options for Non-qualified Executive Benefit Plans
To attract and retain top executive talent, many employers supplement their benefit packages with non-qualified executive benefit plans. A non-qualified plan may not be bound by many of the restrictions imposed on qualified plans, such...
Read MoreEight Ways to Exit Your Company
According to Paul Simon, there are 50 ways to leave a lover. Not being as creative as Mr. Simon, we’ve only come up with eight ways for owners to leave their companies: Transfer the company to a family member Sell the business to...
Read MoreFour Basics
On a regular basis, I see social media posts about financial questions. Someone posts asking for thoughts on contributions to retirement accounts, or how to deal with taxes, or even about how much they should be saving. These are great...
Read MoreNAIFA Announces Nominees for Leadership Positions
Nominees for Secretary and the Board of Trustees to stand for election at NAIFA’s Performance+Purpose Conference this September in San Antonio The National Association of Insurance and Financial Advisors’ Committee on...
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Pack Ball: Who’s on your deal team?
When I was a kid, I played competitive soccer. The game my dad referred to as “pack ball” when I was 4 or 5 evolved dramatically by the time I hit middle school. You see, in the beginning, there are no positions that...
Read MoreGetting Lucky in Retirement
A chorus of financial experts has declared that Americans face a “retirement crisis.” Their long-standing warning: Individuals are not saving enough. Their more recent concern: Financial ignorance and diminished mental...
Read MoreKnock, Knock
My wife will tell you that I love knock, knock jokes. She’ll also tell you I’m horrible at them. So, our joke-telling goes something like this, “Knock, knock.” “No.” I try again, “Knock, knock...
Read MoreExit Planning vs Business Planning vs Succession Planning
One of the most frequent points of confusion I see amongst business owners and their advisors is what various types of planning accomplish. Whenever I speak to CPAs, attorneys, and financial advisors, I try to help bring clarity to...
Read MoreTransferring a Family Business
Jerry was a successful businessman. He’d built an impressive empire in the manufacturing industry with multiple production locations, an army of sales representatives, and had successfully navigated the economic challenges of...
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