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Published: 02/25/2025 Strategies for Optimizing Executive Benefits Planning Executive compensation refers to the financial and non-financial benefits awarded to business owners, senior managers, and key employees of companies as a means for attracting, retaining, and rewarding top talent. Executive compensation packages usually include a mix of wage income, bonuses, equity stakes, and other perks subject to complex tax rules, deadlines,…[...]

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Enter the New Year with a Fresh Financial Perspective The new year is a time when many people commit to replacing less-desirable habits or practices with behaviors intended to improve their quality of life or that lead to better physical and mental health outcomes. Your financial well-being can also benefit from incorporating habits that can help you live life more…[...]

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Understanding your workplace benefits Return on Life Wealth Partners, we believe that true wealth is far more than a number on a page. It's about implementing strategies that seek to grow your wealth while helping to protect your income and assets. Employee benefits can play a significant role in helping to accomplish these goals throughout your working years. Below, we…[...]

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People often think about estate planning in terms of the legacy they will leave after they're gone. While that's an important part of estate planning, it's also about protecting your interests and the people you care about during your lifetime. Think about what would happen if you were suddenly incapacitated due to an accident or illness. Who would have the…[...]

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An easy, impactful, and tax-smart strategy for pursuing your philanthropic goals As the end of the year approaches, many individuals, families, and business owners are seeking ways to help fulfill their charitable giving and tax planning goals. Donor-advised funds are a popular way to help accomplish multiple financial goals due to their ease and flexibility, and the impact they can…[...]

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Medicare is the government healthcare program for people age 65 or older. While Medicare offers a broad range of plans, sorting through all of the different options available to you can be confusing and time consuming, and enrolling late could result in paying more throughout your lifetime. Below are five things to consider before enrolling in Medicare to help you…[...]

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Is a corporate trustee the right choice for your estate planning needs? Establishing a trust can help ensure that your assets are put to work according to your wishes, during your lifetime and after you're gone. A trust can also help reduce estate taxes. When you establish a trust, you appoint a trustee – a person or entity that manages…[...]

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3 Things to Know Before Buying a Second Home Like many people, you may wonder if owning a second home or vacation property is a good strategy for adding real estate to your investment portfolio. Owning a second home can be an effective way to diversify your assets, generate income, and build equity. However, like any investment, it's not without…[...]

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Understand how life insurance needs change over time Many people understand the vital role life insurance plays as a risk management tool. However, life insurance planning can be daunting. That's because each family's needs and situation differ. As a result, your risk management strategy needs to reflect what's unique about your lifestyle, goals, family, and financial circumstances. Life insurance is…[...]

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Overcoming common misconceptions about managing family wealth Many people are surprised to learn that an estimated 70% of wealthy families will lose their wealth by the second generation and 90% will lose it by the third.1 While these statistics are eye-opening, there are steps that families can take to help preserve and protect wealth across generations. That begins with understanding…[...]

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