by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Aug 14, 2023 | Education, Life Insurance, Tax Planning
As successful entrepreneurs and devoted parents and grandparents, ensuring a bright future for your loved ones is a top priority. That’s why we’re excited to share: Top 5 Benefits of Using Life Insurance for College Planning Dual Purpose Coverage:...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 17, 2023 | Life Insurance, Financial Services
🤔 Imagine this scenario: you’re sitting down with your financial planner, and they ask you a question that makes you stop and think. “Are you prepared to accept a greater risk in pursuit of potentially higher returns that could have a significant...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 12, 2023 | Life Insurance, Financial Audit
Do you want to do something truly special for your family? ❤️ Something that will leave a lasting impact and bring joy to their eyes? Consider writing a love letter! 💌 It’s a simple yet profound gesture that can speak to your loved ones. Pour your heart on...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 10, 2023 | Life Insurance, Tax Strategy
Are you aware of the financial risks of neglecting to review your life insurance policy? Potential dangers include inadequate coverage, high premiums, outdated beneficiaries, and cash value loss. 💸💭 Over time, your life circumstances may change, and if you fail to...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 9, 2023 | Life Insurance, Tax Assessment
Are you aware of the tax benefits that come with life insurance policies? 🤔 Take our quiz and test your knowledge! 👉 The death benefit of a life insurance policy is generally paid out income tax-free to beneficiaries. True False 👉 Life insurance payouts are generally...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 8, 2023 | Life Insurance, Tax Assessment
🛡️👨👩👧👦 The Shocking Truth About Life Insurance Are you confident that your life insurance policy still meets your needs? Neglecting to review your policy every 3-5 years can expose you to financial risks that could affect your family’s financial security. At...
