Tax Strategies

Roth 401(k) vs. Cash Value Whole Life: Which Is Better For Your 2026 Tax Strategy?

The Retirement Tax Trap: Why Ages 62 to 65 Are the Most Critical Years for Your Wealth

Rockefeller Generational Trust using Whole Life insurance

Buy Sell Agreements

You've spent decades building your nest egg. You've diligently contributed to your 401(k), maybe set up an IRA or two, and perhaps even dabbled in other investments. But as retirement approaches, the game changes dramatically. The strategies that worked while accumulating wealth often don't translate to the distribution phase. At BlackFin Wealth Group, we've seen countless pre-retirees stumble into common pitfalls that can derail even the most carefully constructed retirement

The Secret that everyone should know! Provides lowered volatility in your retirement plan. A lot of financial advisors like world renowned Suzi Orman and Dave Ramsey will tell you to "buy term insurance and invest the difference." They'll push you toward 401(k)s, IRAs, and market-based investments while steering you away from permanent life insurance. But here's what they're not telling you: Banks themselves hold over $130 billion in cash value life insurance while directing

It is.... Family Tax Savings for 2025 If you own a sole proprietorship or a single-member LLC taxed as a disregarded entity, hiring your...

The Tax Challenge in Retirement When it comes to retirement planning, most people focus on accumulating enough assets. But what happens...

Beyond the Bank Account: What Legacy Really Means   When most people think about leaving a legacy, their mind immediately jumps to money...

Using a whole life insurance policy to fund your S corporation at a profit can be a smart strategy if done properly. Here’s a breakdown...