Andrew Kerr, Financial Services, Coastal Wealth a MassMutual Firm

14/12/2023

Thinking of liquidating your assets to pay a tax obligation? Let’s see if a securities-backed line of credit can help avoid disrupting your investment strategy.

14/12/2023

Many business owners would stay on the payroll in the event of a disability, potentially straining business funds. Let’s discuss ways to position your business for the long-term.

Source: MassMutual, “Planning for the Unexpected,” May 2023.

13/12/2023

A variable annuity can grow your savings based on market performance. Let’s talk about methods for keeping your retirement savings ahead of inflation. https://www.massmutual.com/retirement/annuities/variable-annuities.

07/12/2023

The risk you may be taking when holding a large position in a single company’s stock could outweigh the benefits. Let’s talk about strategies that can help you lower your risk.

06/12/2023

Avoid paying extra on your hard-earned nest-egg. Let’s talk through the tax advantages of retirement accounts and the penalties that could come with them. https://blog.massmutual.com/retiring-investing/retire-early-avoid-penalties.

05/12/2023

Have you considered the role that gifting can play in effective year-end planning? Let’s connect on estate planning strategies – especially with important tax changes on the horizon! Learn more: https://blog.massmutual.com/planning/mmtc-estate-planning.

22/11/2023

Let’s talk about how an annuity can provide an additional source of guaranteed income to help secure your retirement. https://blog.massmutual.com/retiring-investing/annuity-fit-retirement.

16/11/2023

Gifting isn’t always about giving people what they want - It could be about giving what they financially need. Let’s talk about how gifting can help you and your loved ones’ year end planning.

Some families should consider taking gift tax exemptions now as it may save their estates sizable amounts in the future.

16/11/2023

Is your business covered by a buy-sell agreement? Talk to me to learn about the benefits.

15/11/2023

It’s important to know the strength of your financial partners. Check out Forbes’ top 10 annuity company rankings and let’s discuss what makes these institutions strong. https://bit.ly/47BvJ0v.

27/10/2023

Did you know only 15 percent of small business owners have a succession plan? Talk to me today about your business’ future.