By Boyce F. Lowery, CLU, ChFC “You can't have your cake and eat it (too)” is a popular English idiomatic proverb or figure of speech. The proverb
Using Life Insurance as a Financial Asset: Let’s Examine Two Options
By Boyce F. Lowery, CLU, ChFC If you’re generally familiar with the world of personal finance and the various strategies available in the
Structuring a Buy-Sell Agreement
By Boyce F. Lowery, CLU, ChFC Last month we discussed the three most important elements of a solid buy-sell agreement. We looked at the importance
Three Important Elements of a
Buy-Sell Agreement
By Boyce F. Lowery, CLU, ChFC If you are like most business owners, a short list of things that are important to you would certainly include your
Proposed Income Tax Increases From the Biden Campaign (1)
By Boyce F. Lowery, CLU, ChFC The upcoming presidential election has perhaps not gotten as much attention as usual because of everything else that
Retain Key Employees with a Deferred Bonus Plan
By Boyce F. Lowery, CLU, ChFC Half a decade ago, it was normal for a young person to graduate from college, get a job, and stay with the same
What Business Owners Need To Know About The Paycheck Protection Program Loan Forgiveness
The Paycheck Protection Program (PPP) was designed to assist employers in maintaining payroll even when they were shut down or limited by the COVID-19
What to Consider When Planning for Decumulation
By Boyce F. Lowery, CLU, ChFC You’ve spent decades working hard and saving diligently. Now you’ve decided to slow down and enjoy the fruits of your
Is it Wise to Defer Taxes?
By Boyce F. Lowery, CLU, ChFC Conventional wisdom says that it’s the smart thing to do to defer taxes. “Take advantage of tax-deferred retirement