Category: News Room

Jeff Altman discusses maximizing a legacy: The Role of life insurance in Estate Planning  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jeff-altman-president-of-altman-advisory-group-legacy-planning/ Legacy planning is a critical component of financial planning that involves preparing in advance to transfer wealth to future generations and potentially beyond. Jeff Altman stressed the importance of legacy planning to ensure individuals can pass on their hard-earned assets to their heirs in a strategic and tax-efficient manner.  One key point highlighted in the episode is the importance of making early decisions regarding the…

Read More

Pasquale Sacchetta discusses navigating market risk Listen to the interview on the Business Innovators Radio Network: Interview with Pasquale Sacchetta President of CFIG Wealth Management Discussing Market Risk – Business Innovators Radio Network Market risk can significantly impact retirement savings by causing fluctuations in the value of a portfolio. During a market downturn, investments can decrease in value, leading to an overall reduction in the portfolio’s worth. This decline may force retirees to sell more shares to meet their income needs, especially if they rely on their investment portfolio for…

Read More

Jeff Altman discusses navigating 401ks and IRAs: advice on maximizing your investments Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jeff-altman-president-of-altman-advisory-group-roth-ira-401k-and-iras/  Transferring your 401k into an individual IRA account can provide you with more control over your investments. Jeff Altman emphasizes the importance of transferring your 401k into an individual IRA account when leaving an employer. He points out that having your money in a 401k limits your control over investments. Typically, when employees leave a company, they fill out paperwork in the HR office without receiving personalized…

Read More

Coradorables today announced it has been named a 2024 America’s Retail Champion by the National Retail Federation. Now in its seventh year, the program honors small retailers from across the country who speak out on public policy debates affecting the retail industry at the national, state, and local levels. “I am honored to be recognized,” says the brand’s owner Cora Spearman. “Speaking up and out when it comes to issues that affect small businesses like mine is important to me, but I am especially passionate about driving conversations about public policy issues that can help all businesses here in Hawaii.”

Read More

Lee Knoll discusses the importance of choosing the right business structure   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-lee-knoll-managing-partner-of-knoll-company-next-generation-cpa-firm-discussing-business-structure/  Business structure is a crucial aspect of any business, as discussed with Lee Knoll, encompassing various entities such as corporations, LLCs, partnerships, and sole proprietorships. Each type of business structure offers different benefits and implications for the business owner.   Corporations: Corporations provide limited liability protection to their owners, meaning that the personal assets of the owners are typically shielded from business debts and liabilities. However, corporations are subject…

Read More

Jeff Altman discusses financial strategies for every stage of life Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jeff-altman-founder-of-altman-advisory-group-accumulation-phase-of-life-vs-distribution/  Jeff Altman discussed the accumulation phase of life, where individuals build assets through risks and efforts over many years. This phase spans a significant portion of one’s life, during which individuals work, invest, and save to accumulate wealth for the future. Jeff noted that many of his clients are conservative individuals who have taken risks and made efforts to build a nest egg over time. These individuals engage in…

Read More

Lee Knoll discusses leveraging technology for easy tax and accounting solutions Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-lee-knoll-managing-partner-of-knoll-company-next-generation-cpa-firm-discussing-simplifying-tax-and-accounting/ Client portals, e-signatures, and document management apps are essential tools that can significantly enhance communication, security, and efficiency in handling tax and accounting needs. Lee Knoll emphasized the importance of leveraging technology to simplify tax and accounting processes.  Client portals, such as the one used by Knoll, allow clients to securely upload documents, receive tax returns and financials, and communicate with their accountants. This centralized platform ensures that…

Read More