Entries by Bruce Alfredson, CLU, ChFC

Pay off debt or save for retirement? 5 steps to balance both

You’ve settled into your career (Read More) and have a little extra money in your pocket. What do you do with it?  Knock out debt? Save for retirement?  The good news: It doesn’t have to be an either-or question. It’s all about finding a balance.

In The Loop Newsletter January 9, 2019

Click here to view the January 9, 2019 edition of In The Loop

Top Sales Ideas of 2018

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Don’t let tax reform disrupt your charitable donations

Nonprofits are nervous (Read More) about what this year’s tax reform may mean to their bottom lines.  And the benefactors who support them wonder if their generosity will be rewarded as usual on their returns. Donors and recipients both have some cause for concern.

Grow Your Business with Life Insurance Reviews

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Getting A Tax Refund Is Bad, Actually

Don’t give away free money. The IRS ( Read More) rolled out the latest version of its tax calculator on Wednesday after updating it to reflect the new withholding tables. The free tool is designed to help taxpayers be sure they don’t have too much money taken out of their paychecks for taxes.

What’s in store for voluntary benefits in 2019

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Five financial planning tips for women by women

Women account for (Learn More) about 47% of the U.S. workforce1 today and are increasingly becoming the family breadwinners. In fact, the amount of women earning college degrees has surpassed that of their male counterparts.

Are your clients relying on their business for retirement?

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Global Atlantic makes updates to non-preferred vendor reimbursement

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