In this interview, attorney and estate planning authority Patricia Annino explains how best to raise responsible children, including encouraging the understanding of their connection to their community and world at large.
Traditional IRAs and Roth IRAs can both provide tax breaks, but in different ways. Learn more about their differences in this interview with CPA Robert Keebler & The Nautilus Group’s Matt Pate, JD, LL.M.
Learn how you can achieve success in almost any endeavor by harnessing the power of entrainment in this interview with Paul Karasik, one of America’s leading sales and management consultants.
Parents, are you wondering if now is the right time to tell your children about their expected inheritance? Watch this video to learn attorney and estate planning authority Patricia Annino’s recommendation.
CPA Robert Keebler and The Nautilus Group’s Matt Pate, JD, LL.M. recently discussed how a key provision of the Tax Cuts and Jobs Act signed into law in 2017 is helping business owners and individuals today.
The bigger the “why” in your personal life, the more motivated you will be. Listen to Paul Karasik go in-depth on the dynamics and power of why.
“He was the guy who says, ‘That always happens to somebody down the street. Let’s get onto the next matter at hand.’ But sometimes what happens down the street comes a little closer to home.” Listen to Nautilus Member Agent Steve Maus talk about one of his most emotional experiences to date.
How can business owners cope with the loss of a business partner? Listen now to learn how.
How can medical practices manage the cost of high employee turnover and the negative effect it has on revenues? Learn more by watching this short video.
“Last year, I was meeting a friend for lunch, and he tells me, ‘Well, I have some good news and some bad news. Good news is, my wife’s expecting a baby.’” Watch Nautilus Member Agent Rich Maus describe his most memorable moment as an agent.
CPA Robert S. Keebler discussed “IRC Section 199A for Advisors” in a January 2019 webinar. If you missed it, you can watch the replay here.
Converting a traditional IRA to a Roth IRA can offer certain economic advantages, depending on a variety of factors. Read this article to learn more about the issues you’ll want to consider if you’re contemplating converting your own traditional IRA.
In this ever-changing tax environment, preserving flexibility should be a key component of any estate plan. Read this article to understand how traditional estate planning strategies can still provide a simple yet flexible way to protect and preserve assets for future generations.
How can business owners build wealth for their own retirement while trying to reduce their income taxes? Watch this video.
“The first life insurance death claim I delivered was to my mom, for a policy I wrote on my dad’s life.” Listen to Nautilus Member Gib Surles share his personal story about how life insurance made a difference for him.
Co-owners of closely held businesses often focus on the day-to-day operations, while neglecting important long-term planning. Learn what every business owner needs to understand about buy-sell agreements, and why it’s important to have them in place.
The most successful business owners know when and how to use tools, such as the Marketability Assessment, to increase the return on the investment in their business.
In this short video, we introduce Mario and Maria. Both own successful businesses and have decisions to make when it comes to determining the value and marketability of their businesses as they consider their exits.
While interest rates have increased recently — and will likely continue to rise — they are still near historic lows. Discover why now may be an opportune time to review your estate plans.
Electing to receive Social Security benefits prior to reaching full retirement age may not be the best decision. Read this article to learn why waiting until full retirement age (or later) can substantially increase the ultimate Social Security benefit received.
Many dream of their part-time gig or hobby growing into a full-time business. However, without the right liability protection, it can quickly become a nightmare. Read this article to learn some of the basic steps business owners can take to protect both their business and personal assets.
As the cost of higher education continues to rise, planning for its funding is increasingly important for many parents and grandparents. Read this article to understand the basics of 529 plans, as well as important tax considerations and how such plans can impact financial aid.
When it’s time to transition the family business to the next generation, preserving its mission and history is key. Todd Fithian explains the best strategy to help preserve the family business into the future.
“I encouraged my client Corey to consider purchasing more life insurance in the event of his untimely death, but he wanted to reduce the face amount.”
The ability to execute or update a will without having to visit to your attorney’s office is happening sooner than you think. Discover new digital advances that could change the way you do estate planning.
“My brothers and I always felt that we had the perfect childhood, until an oncoming vehicle crossed the center line and changed everything.”
Listen to Nautilus Member Braden Draggoo share how life insurance personally made a difference for him.
How can business owners best protect their families and lifestyle?
“My client’s wife, Cheryl, was a CPA, and she did not like life insurance.” How did Nautilus Member Tim FitzGerald end up having an impact on Cheryl’s financial security?
Get to know The Nautilus Group, an exclusive resource for insurance and financial services professionals that provides state-of-the-art planning strategies for their high net worth clients.
Maximizing your potential and changing your life requires focus, commitment, and energy. It also requires proven strategies. Read this article featuring Paul Karasik, one of America’s leading sales and management consultants.
In case you missed our last advisor webinar of 2018, watch Dr. Bryan K. Clontz discuss the top “Seven Deadly Charitable Planning Sins” you can help your clients avoid.
Estate planning for larger estates (typically above $10 million for a married couple) generally includes various key components. Read this article featuring CPA Robert Keebler to learn more.
“I cannot count the number of times parents have asked me if now is the right time to tell their children about their expected inheritance…” Learn more about what attorney, Patricia Annino believes to be the right time to have this conversation.
The bigger the “why” in your personal life, the more motivated you will be. Read this article featuring Paul Karasik, one of America’s leading sales and management consultants.
The challenges of parenthood are vast when there is ever-growing pressure to be constantly improving, upgrading, keeping up with the Joneses, being in tip-top physical shape, raising smart children, and surpassing your peers. Read what attorney Patricia Annino has to say when it comes to managing the stress of parenting.
“Mike was a good friend from college. I told myself that Mike could buy insurance through his brokerage firm and was taking care of his insurance himself.”
Listen to Nautilus Member Carrie Hall share her story.
Blended families have a unique advantage when it comes to estate planning. To learn why the experience of becoming a blended family makes it easier to have discussions about planning, read this article featuring attorney Patricia Annino.
The most powerful strategy to ensure your success is “entrainment.” Read this article featuring Paul Karasik to learn how you can achieve success in almost any endeavor by harnessing it.
Attorney Patricia Annino explains crucial teaching methods that will prevent your children from growing up entitled as well as the importance of feeling connected to a much bigger community.
Traditional IRAs and Roth IRAs provide tax breaks in different ways. To learn when to convert from a traditional IRA to a Roth IRA, read this article featuring CPA Robert Keebler.
When nearing retirement, it’s important to review the various retirement savings vehicles within your portfolio to develop a tax-efficient strategy to secure cash flow. Read this article featuring CPA Robert Keebler to learn more.
Everything in life happens twice, first in your mind and then in the external world. To learn about this creative process of imagining and seeing the unseen, read this article featuring Paul Karasik, one of America’s leading sales and management consultants.
Hear from industry-leading experts attorneys Martin Shenkman and Patricia Annino, and CPA Robert Keebler while earning free CLE & CPE credit at our nationwide 2018 Advisor Symposium on Tuesday, November 6, from 1 – 5 PM EST. Find a location near you & register today!
The Tax Cuts and Jobs Act of 2017 may result in significant changes for taxpayers in 2018. Are you prepared? Read more about the changes you can help address now.
What’s the most overlooked aspect of estate planning? According to one attorney, it’s the failure to address issues surrounding the disposition of tangible personal property.
Consolidating retirement accounts is one way to better manage assets and track progress toward retirement goals. Know what issues to evaluate before you get started, to help avoid costly mistakes.
Hear what happened when Nautilus Member Ralph Sklar answered his client’s call about the life insurance coverage her husband purchased.
CPA Robert Keebler recently shared his views on how tax reform is helping high net worth families. Watch the replay from our Advisor Webinar series and discover more resources for financial services professionals.
Learn what The Nautilus Group does for its Members to help their clients’ futures become more secure.
When it comes to owning a life insurance policy, we know what you’re thinking. “I don’t need to worry about that right now. What’s the worst that could happen?” Watch this animated video to see three different outcomes a family could experience in the event of an untimely death and see why ILITs can be the best option to protect your family’s future.