What are BOLI and COLI and how can they help business owners? "Bank-owned and company-owned life insurance (BOLI-COLI) has a proven track record of helping corporations fund executive compensation and improving their bottom lines." Teresa Kuhn. By Teresa Kuhn, JD, RFC An alternative to mutual funds, corporate-owned life insurance (COLI) is an investment [...]
by Teresa Kuhn, JD, RFC, CSA *Teresa's latest book, "The 100 Year Real Estate Investor," is set to hit outlets, including Amazon, this fall. When you become a 100 Year Real Estate investor, you harness the power of something our team likes to call the "Dual Asset Strategy or DAS." A dual asset strategy [...]
Reach out to me now at 800-382-0830 "It's scary right now in the economy. That's why you need an advisor who stays in touch and keeps track of what's happening in the world."- Teresa Kuhn by Teresa Kuhn Suppose you're like most people within 5-7 years of retirement. In that case, you're probably [...]
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An accomplished author and speaker who's been featured in two best selling books, Teresa Kuhn also produces the Living Wealth Radio podcast. Teresa's background in law and finance gives her unique insights she uses to help her clients protect what they’ve built. Teresa Kuhn's goal is to help her business owner and self-employed clients leverage [...]
"Buy term and invest the difference" is a piece of financial advice most people would be wise to ignore."- Teresa Kuhn. By Teresa Kuhn, JD, RFC, CSA Years after being discredited by most many financial advisors and educators, "buy term and invest the difference," or BTID, is still going strong in some circles. [...]
Since I work with both middle class and high net worth individuals and business owners, I have observed the actions and traits that set these two groups apart. These are things that anyone, regardless of their education, background, or current financial status, can employ to improve the odds of financial success.