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So far admin has created 45 blog entries.

Don’t Pay Off Your Mortgage, Increase it! Bigger is Better!

Refinance Case January 2015
Example: $325,000 Home No Mortgage Property […]

Don’t Pay Off Your Mortgage, Increase it! Bigger is Better!admin2021-07-20T19:20:47+00:00

INSANITY

INSANITYadmin2016-03-10T19:23:13+00:00

“Single Biggest Benefit in the Tax Code”

[…]

“Single Biggest Benefit in the Tax Code”admin2022-04-13T21:04:04+00:00

Business Succession / Buy Out Strategy for Family Owned Business (3rd Generation)

Kelm Financial Services – Example Case Company History Smith […]

Business Succession / Buy Out Strategy for Family Owned Business (3rd Generation)admin2015-11-16T18:50:10+00:00

Retirement Planning / Tax Bracket Planning for Law Firm Partner

Kelm Financial Services – Example Case Background Mr. Smith, […]

Retirement Planning / Tax Bracket Planning for Law Firm Partneradmin2019-03-08T02:15:37+00:00

Creative Estate Planning for a Family Hunting Ranch

Kelm Financial Services – Example Case Background: Mr. and […]

Creative Estate Planning for a Family Hunting Ranchadmin2015-11-16T18:07:12+00:00

Funded Buy Sell Agreement for Partners / Executive Bonus for Key Employees

Kelm Financial Services – Example Case – Architectural Firm (Note: […]

Funded Buy Sell Agreement for Partners / Executive Bonus for Key Employeesadmin2015-11-16T17:08:28+00:00

Charitable Giving Strategies

We use the approach that sharing your wealth involves both […]

Charitable Giving Strategiesadmin2020-07-21T21:54:21+00:00

Retirees Need Less Stocks, More Annuities

NASDAQ
Retirees Need Less Stocks, More Annuities

RETIRING: Retirees Need Less […]

Retirees Need Less Stocks, More Annuitiesadmin2019-03-08T19:10:27+00:00

Life Insurance Policy Audits

Life Insurance Policy Audits

Unlocking the “Mystery” of life insurance:

The […]

Life Insurance Policy Auditsadmin2020-07-22T16:09:45+00:00

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