by Charles Bobo | Jun 18, 2020 | Legacy Preparation, Retirement Planning
We are living longer lives and how awesome that is. But it also poses challenges to retirement planning. According to Vanguard, if you are 65 today, then you have a 97% chance of either you or your spouse living to age 75, a 72% likelihood of living to 85, and 45%...
by Charles Bobo | May 30, 2020 | Business Succession
Tax Accountants Not Staffed for Extensive Auditing Most business owners have a good relationship with their tax accountant, and survey after survey shows that accountants are about the most trusted advisor of business owners. However, due to the complexity of tax...
by Charles Bobo | May 18, 2020 | Legacy Preparation, Life Insurance, Retirement Planning
Index annuities protect retirement funds and guarantee principal To protect yourself from market volatilities, index annuities provide a powerful option to protect the downside issues of the market while still providing strong upside potential when the market grows....
by Charles Bobo | May 14, 2020 | Uncategorized
Would you like a property tax refund? Ascend Financial Group works with businesses to recover overpaid property taxes on commercial properties. The larger the property, the more like miscalculations have occurred by the county. More than half — 60% — of property...
by Charles Bobo | May 11, 2020 | Business Succession
Employee tax credits are not understood by most business owners About 80% of business owners are unaware of how to leverage the use of employee tax credits, including R&D credits as well as worker opportunity credits. As a results, business owners are potentially...
