By Boyce F. Lowery, CLU, ChFC Retirement is right around the corner. You’ve worked your whole life for this moment, but there’s a tinge of worry
Exit Strategies for Business Owners: External Sales
By Boyce F. Lowery, CLU, ChFC Last month, we published an article about four internal sales options business owners should consider when developing
Exit Strategies for Business Owners: Internal Sales
By Boyce F. Lowery, CLU, ChFC If you’re a business owner approaching retirement—whether you’re 10 to 15 years away, 5 years away, or even
How Much Do You Need to Retire?
By Boyce F. Lowery, CLU, ChFC Trying to figure out how much you need to retire comfortably is one of the hardest parts of retirement planning
Coming in the Back Door (Backdoor Roth IRAs, Explained)
By Boyce F. Lowery, CLU, ChFC If you’ve spent any time researching retirement accounts, you’ve probably come across the very popular Roth IRA.
What is a Special Needs Trust? Should You Create One?
By Boyce F. Lowery, CLU, ChFC Being a parent is one of the greatest joys in life—but it’s also one of the most challenging aspects of life as well.
URGENT – PROCRASTINATION WILL BE VERY COSTLY
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