by Mark B. Kostrzewski | Aug 27, 2020 | Split Dollar Plans WNY
A Split Dollar arrangement is a sophisticated financial planning strategy that helps fund payment of life insurance premiums. Throughout this blog we will continue to touch on various ways that Split Dollar plans can be used. We always recommend filling out a quick...
by Mark B. Kostrzewski | Aug 13, 2020 | Post Covid Financial Plan
Back in August of 2016, Jim Harbaugh took a job at his alma mater, leaving behind an NFL salary for the love of fighting for his Michigan Wolverines. What you may not know is that that August he started a trend amongst his peers of using split-dollar life insurance...
by Mark B. Kostrzewski | Jul 28, 2020 | Supplemental Retirement Income WNY
Owning and operating a business isn’t easy, or everyone would do it. When things like COVID hit, owning a business gets even more complicated. How do you ensure your money is working for you? There are options available that can help you get more out of your...
by Mark B. Kostrzewski | Jul 20, 2020 | Insurance Policy FAQs
Taking time to talk about your retirement options when it comes to insurance is vital right now. Living in the WNY area, we have done a great job of helping to flatten the curve, allowing most businesses to begin to operate again. What we would like to do here on our...
by Mark B. Kostrzewski | Jun 12, 2020 | Post Covid Financial Plan
This era hasn’t been easy on anyone. Since early March the country and world has been rocked by the trials and tribulations of a fateful virus, global pandemic, and civil unrest. The strong we know will continue to strive forward. We understand this because we...
