by BMG Financial | Oct 25, 2023 | Uncategorized
An Alternative Investment for Capital Preservation & Estate Planning Segregated Investment Funds are often misunderstood and underutilized by Financial Advisors and other Estate Planning professionals. The investment funds offered through insurance carriers...
by BMG Financial | Oct 25, 2023 | Uncategorized
The days are gone when employers can just offer traditional health and dental benefits and call it a day. Every employer today has to think outside the box to build a total compensation package that stands out. When the pandemic hit, Willful, an online estate...
by BMG Financial | Oct 25, 2023 | Uncategorized
The 2023 federal budget announced significant changes to the Alternative Minimum Tax (AMT) system. The federal AMT is a parallel tax calculation for individuals that allows fewer deductions, exemptions, and tax credits to be deducted compared to the ordinary income...
