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Executive Benefits Analysis

Executive benefits plans can produce rewarding financial outcomes. They can also be complex in their structure. These benefits represent a myriad of tax and investment implications. Our team is ready to help you review your options and optimize your compensation benefits.

Recent Posts

Retiring in North Carolina? Here’s Which Taxes Will Affect You Most

By Dan Akers, CPA, CFP® They say that the only things certain in life are death and taxes, and North … Continued

Planning
What Is Portfolio Optimization?

Portfolio optimization is crucial to accomplishing your investing goals. If you manage your own portfolio, you may be using some portfolio … Continued

Insights
ABCCM Veterans Restoration Quarters & Transformation Village

This Veterans Day we take some time to recognize and honor those who have served our country. As many of … Continued

Philanthropy
Could a Charitable Remainder Trust Meet Your Philanthropic and Retirement Income Goals?

By Dan Akers, CPA, CFP® Are you charitably inclined? Many of us want to give back, and because of how … Continued

Investments
The Weight of Markets and The Path Ahead

As the economic recovery matures and investors contemplate the attenuation of government and monetary assistance, one topic that seems to … Continued

Planning
5 Questions to Consider When Interviewing a Retirement Community

Reaching retirement is a huge achievement. You’ve worked and planned your whole life for this! It’s time to make sure … Continued


Retiring in North Carolina? Here’s Which Taxes Will Affect You Most

By Dan Akers, CPA, CFP® They say that the only things certain in life are death and taxes, and North … Continued

Planning
What Is Portfolio Optimization?

Portfolio optimization is crucial to accomplishing your investing goals. If you manage your own portfolio, you may be using some portfolio … Continued

Insights
ABCCM Veterans Restoration Quarters & Transformation Village

This Veterans Day we take some time to recognize and honor those who have served our country. As many of … Continued

Philanthropy
Could a Charitable Remainder Trust Meet Your Philanthropic and Retirement Income Goals?

By Dan Akers, CPA, CFP® Are you charitably inclined? Many of us want to give back, and because of how … Continued

Investments
The Weight of Markets and The Path Ahead

As the economic recovery matures and investors contemplate the attenuation of government and monetary assistance, one topic that seems to … Continued

Planning
5 Questions to Consider When Interviewing a Retirement Community

Reaching retirement is a huge achievement. You’ve worked and planned your whole life for this! It’s time to make sure … Continued