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How Will Your Corporation Actually Pay for Your Retirement — and Your Legacy?
Most incorporated owners can tell you roughly what their corporation holds. Almost none can tell you what it will actually pay — per year, after tax, for the twenty-five or thirty years a retirement can last. And fewer still have asked the question that comes after: what happens to everything the retirement doesn't use? By Laura Fitzsimons Picture the first Monday of your retirement. No payroll to run. No clients to call. And for the first time in decades — no income arriving
Aug 11


Building Wealth Inside Your Corporation: The Asset Class Most Owners Overlook
Most business owners still think of life insurance as a cost. The ones building real wealth have quietly started using it as something else. By Laura Fitzsimons "Life insurance is just for protection—I have other investments for growth." It's one of the most common things we hear from incorporated business owners. And it's understandable—it's how insurance has been framed in this country for decades. But for those with retained earnings sitting inside a corporation, that fram
Apr 22


The Road to Early Retirement for Business Owners: Harnessing Insurance and Investment Solutions
By Kaylin Fitzsimons Introduction The prospect of early retirement is an alluring thought for many business owners. However, achieving...
Aug 27, 2023
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