Many individuals dedicate significant time and energy to earning more, saving diligently, and investing consistently. However, one of the most critical elements of long-term financial success is often overlooked: strategic tax planning.  Financial advisor Priscila Cosentino of Fern Prosperity is bringing attention to how taxes can quietly erode wealth over time when they are not properly…

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Jeremy Lach discusses insights on going from an annuity producer to recognized retirement expert  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-from-annuity-producer-to-recognized-retirement-expert/ In the world of financial advising, particularly in the realm of retirement planning, there exists a critical distinction between two types of professionals: those who focus on products…

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Jeremy Lach discusses why top annuity producers outgrow big box IMOs  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-why-top-annuity-producers-outgrow-big-box-imos/ Discussed the common trajectory in the financial services industry where professionals start with larger firms to learn the ropes before venturing out on their own. Jeremy highlighted the…

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A Groundbreaking Psychological Model Redefining Identity, Performance and the Architecture of the Mind

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With key provisions of the federal SECURE Act 2.0 now taking effect, a local fiduciary advisor is encouraging business owners to review and benchmark their 401(k) retirement plans to ensure they remain competitive, compliant, and cost-effective. More than 70 million Americans participate in employer-sponsored retirement plans such as 401(k)s, making…

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