By Boyce F. Lowery, CLU, ChFC With the very likely tax changes coming soon, an increasing number of people heretofore unaffected by estate taxes
Who Qualifies for First-Draw PPP Money Today? Have You Applied for the Employee Retention Credit? More Free Money May Be Yours
By Boyce F. Lowery, CLU, ChFC Two things to know about the Paycheck Protection Program (PPP) first draw enacted on December 27, 2020: The
What We Do and How We Can Help
By Boyce F. Lowery, CLU, ChFC Most people don’t know this about me, but my father was a life insurance agent most of his working life. My identical
Many Business Owners Must Now Comply With the New Corporate Transparency Act
By Boyce F. Lowery, CLU, ChFC Buried in the 1,480 pages of this year’s national defense bill is legislation that slaps new rules and regulations on
Give Away Your Cake and Eat it Too
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