Cannon Financial Institute
Vol. 6 Iss. 8 - August 2014 -

Leadership succession planning: When to start discussing this important process

No matter the industry or level of success, positioning a company for the best possible chance of future growth is incredibly important. Advisors are often called upon to provide succession planning guidance.


Coverage as an asset? Why life insurance is now a key part of wealth preservation

Life insurance offers the policy holder the ability to provide immediate financial protection as well as the possibility to increase equity in the future.


RMDs: Avoid problems and take advantage of retirement plans

Required minimum distributions, or RMDs, dictate how much a person must withdraw from their retirement accounts on a yearly basis. Here is how you can avoid tripping up on them.