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July 2020

In this issue we will be covering these topics:  Why Your "Number" is Really Two Numbers Financial Insight From the Pandemic: Many Americans Didn't Make Their Beds The Cares Act: Yes or No to CRDs or RMDs The $10 Million American Life   Download PDF File Here
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Underwriting Revisions to Help in Trying Times

  To our valued clients, I hope you and your family are doing well. Understandably, in the past few months I've received numerous calls and questions. I just wanted you to know that I am always available via phone or email to address any of your concerns or just to review your portfolio together. Separately, due to the current situation, Guard...
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18 Hits
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PPP Loan Forgiveness Update

Aloha Paycheck Protection Program Borrowers, We are providing this update to you regarding the next phase of the PPP related to Forgiveness. It is important you thoroughly read this and all communications from from your bank as they will contain the most up-to-date information we have to share. As of today, the Paycheck Protection Program Flexibili...
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85 Hits
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June 2020

In this issue we will be covering these topics:  Surviving the Black Swan Will You Lose Your Rings in Retirement? A Real-Life Risk Tolerance Test Not Having Insurance Makes Me More Careful (WHAT?!)   Download PDF File Here
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83 Hits
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PPP Loan Forgiveness Application

On May 15th, the SBA published the Loan Forgiveness Application.  Th e application contains important information about how the forgiveness amount will be calculated and what documentation will be required for forgiveness requests. Please be aware, however, that the SBA could still make changes to the application and the forgiveness requi...
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227 Hits
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Positive Planning Strategies in a Post-COVID-19 World

As we face challenges on the health, economic and market fronts, we would be remiss not to explore the positive ways your client's wealth plan can benefit from low interest rates and depressed asset values. Here are several planning strategies that are particularly attractive in this kind of climate. Gift Depreciated Assets Now may be a perfect tim...
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74 Hits
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PPP Forgiveness for the Self-Employed (Independent Contractors and Sole Props)

The Paycheck Protection Program loan can be completely forgiven if you spend it on the right things, and if you prove those expenses. However, PPP forgiveness works differently for sole proprietors and independent contractors, the biggest difference being the concept of "owner compensation replacement" which greatly simplifies the loan forgiveness ...
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156 Hits
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May 2020

In this issue we will be covering these topics:  Balancing Efficiency and Resilience Cash Values for Retirement Income: A Case Study The Special Needs Trust: A Hopeful Answer to Tough Questions The Actuaries Have Spoken: TWD is Risky!   Download PDF File Here
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78 Hits
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Our Response to COVID-19

To our Valued Clients,  As the battle with COVID-19 continues, life feels very different due to major changes in our daily lives. As we continue to adapt, the stock markets have had to adapt to new economic realities as well. However, this period of uncertainty is a good opportunity to revisit investment plans and objectives. The current situa...
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215 Hits
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Paycheck Protection Program Update

To Paycheck Protection Program (" PPP ") Applicants and Borrowers: We know this is a difficult time and we understand it can be frustrating. We are doing our best to keep you informed as the U.S. Small Business Administration (" SBA ") process continues to evolve. As either an applicant or a borrower we would like to share an update on some of the ...
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56 Hits
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PPP Loan Forgiveness Workbook

​ Over 2,000 companies have downloaded the PPP Loan Forgiveness Workbook. We are happy to provide you with this robust planning tool for loan forgiveness. It was made available to us by the BEI team and long-time BEI Advisor,  David V Jean, CPA, CCIFP, CExP, Principal for Albin, Randall & Bennett, CPAs. Please note, this is a "Plannin...
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90 Hits
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April 2020

In this issue we will be covering these topics:  The Nastiest, Hardest Problem in Finance The Illusion of "Defeased Debt" Backhoes and Life Insurance: When "Simple" Becomes "Simplistic" A Retirement Investment that Yields 3X Happiness   Download PDF File Here
  258 Hits
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258 Hits
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March 2020

In this issue we will be covering these topics:  Pragmatic Visualization The Secure Act Changes IRAs Interest Rates: Is the Long Term Trend Lower? The Irrational Exuberance in Men's Underwear   Download PDF File Here
  268 Hits
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268 Hits
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February 2020

In this issue we will be covering these topics:  ​ A Sophisticated Perspective on Cash The Trustee for Your Estate Plan: Choose Wisely Should You Pay Off Your Mortgage Before Retirement? Why You'll Select the Aardvark Account   Download PDF File Here
  182 Hits
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182 Hits
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January 2020

In this issue we will be covering these topics:  Eustress to Relieve Money Stress Real ID and Other Important Documents Gradually, Then Suddenly - In Cars The Virtues of Prosperity   Download PDF File Here
  348 Hits
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348 Hits
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December 2019

In this issue we will be covering these topics:  ​ Making a List, Checking it Twice Is Now...Could Be Later...Might Not When You're Saving, Save Room for Dessert Have You Been "Framed" About Retirement?   Download PDF File Here
  447 Hits
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447 Hits
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November 2019

In this issue we will be covering these topics: The Desirable Borrower Keeping it Real Individual Disability Insurance: A Must-Have for "Specialized Incomes" A Bunch of Good Reasons to Give   Download PDF File Here
  509 Hits
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509 Hits
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October 2019

In this issue we will be covering these topics:  Finding a T-Shirt That Fits Don't Be a Test Pilot! The Unfortunate Phenomenon of Gray Divorce The After-50 Entrepreneur   Download PDF File Here
  961 Hits
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961 Hits
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September 2019

In this issue we will be covering these topics: ​ Is Family Caregiving in Your Future? Intentional Inheritance Cash Value Loans? Gotcha! Don't Compartmentalize Your Retirement Plans   Download PDF File Here
  542 Hits
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542 Hits
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August 2019

In this issue we will be covering these topics:  8000 Days: Imagine the Possibilities Don't Blame the Coffee How You Doin'? (A Self-Assessment) FOMO and FOL: the Same but Different   Download PDF File Here
  493 Hits
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493 Hits
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