by Mark B. Kostrzewski | Nov 26, 2021 | Life Insurance Retirement Plan Buffalo NY, LIRP Buffalo NY, Planning for Retirement, Post Covid Financial Plan
Not many people consider life insurance options when planning how much money they will take in after they retire. Traditional options and social conditioning typically push the everyday 40-55 year old into a plan that they don’t truly understand. Our goal is to...
by Mark B. Kostrzewski | Oct 1, 2021 | Post Covid Financial Plan
The last few years haven’t been easy for anyone. If you’re fortunate enough to make it this far, it can be assumed you’ve known someone who has unfortunately succumbed to the pandemic. It’s been tragic to say the least. The emotional and...
by Mark B. Kostrzewski | Aug 20, 2021 | Index Universal Life Insurance, IRA to IUL Conversion, Post Covid Financial Plan
When you think of life insurance, what do you think of? You probably think of that last Kool-Aid salesman who tried to sell you some package to help pay for your funeral right? We are here to change that. If you haven’t noticed, we have a bunch of different...
by Mark B. Kostrzewski | Jun 22, 2021 | Post Covid Financial Plan, Split Dollar Plans WNY, Split-Dollar Plan For Bank Executives
We’ve talked a bit on the blog here before about Split-Dollar plans, and how many high income earners are supplemented and multiplied with executive benefits packages like Split-Dollar. NCAA football coaches for example, often are the recipients of the benefits...
by Mark B. Kostrzewski | Mar 18, 2021 | Credit Union Retirement Benefits, Post Covid Financial Plan
We work with people of all walks of life, but many times we find that with CEO’s and owners of Not-for-profit Credit Unions struggle with recruiting and retaining high quality talent. With the inability to offer things like stock options, putting together...
by Mark B. Kostrzewski | Oct 28, 2020 | Post Covid Financial Plan
When is the last time you reviewed your portfolio? Have you audited your life insurance plans lately? How could the election effect your tax bracket? These are only a few questions you should be asking. You don’t want to wait too long to make some of these moves...
