The Fundamentals of Private Placement Life Insurance
The Fundamentals of Private Placement Life Insurance
Brian W. Sak, CFP®, CLU®, ChFC® recently…
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The 15-Minute Quarter: Don't Call It a Comeback
The 15-Minute Quarter: Don't Call It a Comeback
Welcome to the latest edition of The 15-minute Quarter! Each quarter, Granite Harbor Advisors presents a concise…
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Beyond 401(k) Rollovers
Exploring Advanced Tax Strategies for Your Retirement Account After Leaving a Job
In the ever-changing landscape of employment, the decisions you make regarding…
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Taxes in Retirement
Taxes will most likely be your largest strain on cash flow as you enter retirement. Having a clear understanding of your current tax situation is half the battle. Being…
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Inheritance Vs. Legacy: Which One Will You Leave?
It takes no planning to leave an inheritance. You simply have to pass away owning something.
If you wish to leave a meaningful legacy to future generations, it takes…
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Understanding Life Settlement: Recognizing the Market Value of your Life Insurance
Do you have a life insurance policy that you no longer want or need? Do you have expiring term insurance that you don't wish to convert? Do you have a cash need now and…
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Navigating Early Retirement & Severance
Are you considering early retirement? Did you just receive a severance? Many would love to be able to retire early, but just not sure if they can.
There are some…
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Estate Planning in a Changing Environment
Join our trusted colleagues and estate planning attorneys, Benjamin Kelly and Amy Koontz as we discuss the key factors to consider in crafting your family's estate plan.…
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