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BTA Blog

Why Life Insurance Will Always Matter in Estate Planning

By: Elisabeth - August 1, 2018 - 11:03 am

Why Life Insurance Will Always Matter in Estate Planning With or without the estate tax, it addresses several key priorities. Provided by Denise B. Barrows, CPA, CFP® & Philip G. Trostle, CPA/PFS, MBA Every few years, predictions emerge that the estate tax will sunset. Even if it does, that will not remove the need for  Read more…

Why Do People Put Off Saving for Retirement?

By: Elisabeth - July 2, 2018 - 9:01 am

Why Do People Put Off Saving for Retirement? A lack of money is but one answer.  Provided by Denise B. Barrows, CPA, CFP® and Philip G. Trostle, CPA/PFS, MBA   Common wisdom says that you should start saving for retirement as soon as you can. Why do some people wait decades to begin? Nearly everyone can  Read more…

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