Kathy is the former director of content marketing at National Life and is often described as equal parts left brain and right brain. A creative writer who always approaches her topics as an advocate for the reader—Kathy asks the probing questions, presents the answers in a fair and balanced way and then applies real language so everyone can understand even the most complex topics.
After spending over 30 years in financial services sharing her expertise, Kathy now enjoys the warmth and sunshine of Florida with her family.
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I now appreciate what mother birds must feel when their babies take their first flight. It is a long way down when they leap out of that nest and for mother bird it’s the most stressful moment waiting to see if they take flight or plummet to the ground.
That is exactly how I felt the day we took our daughter to college and dropped her off.
There comes a point in your career that you’re ready to take your insurance sales practice to the next level – you want to work with more affluent clients on larger more complex cases.
The question is how do you manage your current block of business and expand your practice into a new market?
Are you a business owner who’s going to have to write a check to the IRS this year?
If you’re looking for a last minute tax deduction you may want to consider adopting a Simplified Employee Pension (SEP).
If you don’t already have a qualified plan, as a business owner you can establish a SEP up until your tax return due date, including extensions. SEPs are IRA accounts, but because the business is making the contributions, larger amounts are allowed than if an individual established an IRA.
