News & Resources

What is Financial Planning?

When it comes to financial planning, most people think about their investments. How your investments are managed is a small piece of the pie, but it’s not financial planning. Proper tax mitigation, proper asset protection, retirement planning, paycheck protection,...

The Team Approach

The Team Approach

The tax book is 80,000 pages. The stock market, inflation, the housing market, the economy, the speed of information, and the government are changing at an unprecedented rate. It is impossible for one advisor to know it all. Instead of a traditional wealth manager or...

Tax planning Vs Tax Prep

Tax planning Vs Tax Prep

  Don’t Settle for Generalized or “End of the Year” Tax Planning   Have you ever heard the saying, “Death and taxes are the only certainties in the world”? Fortunately, when it comes to taxes, you have a lot of control over how much goes to the government. The...

Your Smart Money

Your Smart Money

Smart money is money your clients want to control and be able to access during times of need. While there are several options for where to keep this smart money, one that's often overlooked is permanent life insurance. It can provide the opportunity to build cash...

Pension Maximization

Pension Maximization

The typically defined benefit pension plan may pose several challenges for your clients—mostly, a potentially lower monthly income during retirement, as well as a lack of flexibility to change the beneficiary or the election option. The pension maximization strategy...

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andrew@BlackstoneWealthProtectors.com