Tax Strategies

Cash Flow Wealth

Better Than the 529 Plan

The summer season brings many things to our existence – family picnics, fireworks, BBQ’s, vacations, and college. Though college is a noble aspiration and we

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What is a “MEC”?

MEC stands for Modified Endowment Contract. By law, the Internal Revenue Service limits the amount of cash value that can be accumulated in a life

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Bank Owned Life Insurance

‘Tis the Season for Taxes

With the April 15th deadline for filing your personal income taxes looming, I figured it a good time to review the tax benefits of permanent

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