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Washington Long Term Care Exemption Steps
To complete the process of exemption from the long term care tax implemented by Washington state you will need to apply for the exemption through secureaccess.wa.gov. To do so you will need to go through the following steps: Log into your secureaccess.wa.gov account...
Q4 Quarterly Investment Themes Video
https://youtu.be/j7XpClKpXkw
Q4 Quarterly Investment Themes Blog
This blog will serve as follow up to our previously released Q3 Investment Themes and is intended to provide an update on what we are seeing as well as our current outlook. Here are the top three things we are covering in this week’s blog: The market...
Advance Your Wealth – Tax Law Changes Coming
https://youtu.be/mEIWDIWd8cE
President Biden’s ‘Build Back Better’ Agenda / American Families Plan Tax Proposal – What you need to know!
Democrats on the House Ways and Means Committee released legislative text for proposed tax changes Monday, September 13. This proposal will raise tax rates for corporations and high-income earners as well as make changes to the Internal...
Advance Your Wealth – Episode 11 – Do You Have What it Takes to Create Significant Wealth
https://youtu.be/sBpVxtfJf3s
Do you have what it takes to create significant wealth?
KEY TAKEAWAYS A commitment to achieving great results is crucial.A strong business model must be in place.The right team - including a wealth manager - is essential. As a business owner, you’re probably well aware that entrepreneurship is one of the best ways—perhaps...
How we have moved from Savers to Investors
Where we’ve been When we look at the current economic and market environment and then glance backwards over the last 40 years, we can see we've been in a unique kind of setting when it comes to the economic environment. The early 1980s had high interest rates and high...
Advance Your Wealth – Savers to Investors
https://youtu.be/UvXjB8M9pWc
Advance Your Wealth – August Monthly Market & Economic Update
https://youtu.be/oZkKAmtVos0
August Market & Economic Update – Market Grinds Higher on the Back of a Resurgence in Big Tech
This blog will serve as follow up to our previously released Q3 Investment Themes and is intended to provide an update on what we are seeing as well as our current outlook. Here are the top three things we are covering in this week’s blog: The S&P 500...
Advance Your Wealth – Episode 10 – What is a Private Trust Company?
https://youtu.be/pISiJ0josB8
What is a Private Trust Company?
One of the more interesting ways that some wealthy families are addressing certain financial needs and concerns is through the use of private trust companies. Private trust companies can offer benefits to select wealthy families.Some reasons to consider a private...
Borrowing to Buy: Why Premium-Financed Life Insurance Makes Sense
If you’re not careful, you could end up leaving your family with a massive estate tax bill - without the liquidity to pay it. To avoid that outcome, elite wealth managers are increasingly looking to a type of financed life insurance that can be especially effective at...
Advance Your Wealth – Frank Seneco Interview – Part 3
https://youtu.be/tuGgnrFgUY0
How the Super Rich Minimize Taxes on Their Investments – Legally – Using Private Placement Life Insurance
Private placement life insurance (PPLI) helps mitigate the tax bite from a variety of different types of investments and makes it possible to capture returns tax-free.Even if the government lowers the tax rate going forward, you still come out ahead using PPLI if you...
Advance Your Wealth – Interview Series Frank Seneco – Part 2
https://youtu.be/F-ShqUMOPSM
July Market & Economic Update – Bullish Momentum Continues to Drive Market Higher
This blog will serve as follow up to our previously released Q3 Investment Themes and is intended to provide an update on what we are seeing as well as our current outlook. Here are the top three things we are covering in this week’s blog: The U.S. markets...
AYW – July Monthly Market & Economic Update
Our July Monthly Market update video features Eric Daniels and Max Graber. https://youtu.be/GnaS54pT2So
The Konvergent Team is Growing!
Please join us in welcoming two new team members. We are excited to announce the addition of Nicholas Germann and Charles Clark to the konvergent team. Both Nick and Charles bring an impressive skillset to further enhance our team and bring tremendous value to the...
A Benefit Plan That Can Really Benefit Business Owners
"Plain vanilla" retirement plan options may not serve business owners' best financial interests A select group of entrepreneurs are taking advantage of advanced retirement solutions that most business owners aren't even aware of. Sophisticated defined benefit plans...
Advance Your Wealth – Interview Series – Frank Seneco – Part I
https://youtu.be/5_7Lho_PqDY
AYW Episode 9 – Stress Testing for Successful Business Owners
https://youtu.be/8kaGoprUxw0
Advance Your Wealth – Episode 8 – Should You Be An Executor?
https://youtu.be/AWsOetGlydo