Jim Hasley - Elite Financial Partners

Investing isn’t just about the proper allocation to stocks, bonds, and cash. It’s also about careful estate and wealth transition planning. Let’s discuss your plans to help ensure they meet your family’s needs.

Estate planning: 6 big mistakes that can cost you | MassMutual An estate plan can protect your assets, interests and beneficiaries, provided you avoid costly mistakes pertaining to your trust, will, ownership and more.

Are you a business owner looking for ways to retain your key employees? Learn more about section 162 plans and how they can help build an attractive compensation package.

What is a Section 162 executive bonus plan and how does it work | MassMutual Executive bonus plans (Section 162 plans) use life insurance benefits to entice and keep key employees at your company.

Regardless of how you’ve chosen to save through the years, you’ll need an income solution that you can’t outlive. Let’s talk about how an income annuity can help support your retirement needs.

Annuities: How to Turn Retirement Savings into Retirement Income An income annuity can convert your savings or a pension-plan lump sum into a lifetime stream of income. Here are the basics on how annuities work and some points to consider before buying.

Travel, weddings, buying a new home. Spring is a time when you may have an increased need for liquidity. I can help you consider your options, from asset allocation to lending strategies. Let's connect.

For some, “Get life insurance” stays on the to-do list because they think it’s just too expensive. Let’s talk about a strategy to help get the coverage you need within your budget.

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Contributing to retirement plans and offering insurance benefits can go a long way toward loyalty. Contact me to learn about your options.

As we celebrate the contributions of entrepreneurs across the nation, be sure you take the opportunity to learn more about ways to grow, protect, and value your business. Contact me to learn more.

Questions about life insurance? Let’s talk.

If your lifestyle means putting a hold on taking retirement income, an option that rewards waiting could be in your favor. Let’s talk about annuity options that can support your decision to wait.

When it comes to exiting your business, you have options — and each could have a different impact on your financial future. Let’s talk through your choices.

Let’s explore strategies to enhance your portfolio’s tax efficiency so that next year, you’ll be better positioned to keep more of what you’ve earned.

Women still have less life insurance coverage than men, which could leave their loved ones at risk. Let’s talk about the life insurance gender gap and how prioritizing financial wellness can help.

Annuities allow you to diversify your portfolio without the threat of paying taxes on growth. Let’s talk about how annuities can help keep your gains healthy by avoiding putting all your eggs in one basket.

https://blog.massmutual.com/insurance/cash-off-table.

You shouldn’t have to define your financial plans by your tax bracket. Let’s talk about some tax-advantaged investments and strategies that could help you keep more of your money.

How to reduce taxable income and avoid a higher tax bracket | MassMutual These strategies to reduce your taxable income can help you stay in a lower tax bracket.

Did you know that inflation impacts the purchasing power of your dollar? Learn more about inflation and how to navigate it.

https://blog.massmutual.com/retiring-investing/markets-inflation-vanderburg.

Estate planning allows you to take control, minimize taxes, and preserve what you’ve worked so hard for. Let's make sure you’re prepared for whatever the future brings.

You’ve invested money, time, and hard work into your business. Let’s make sure it’s protected no matter what happens.

Income protection is a key element of overall financial wellbeing, especially for those within the medical community. Let’s make sure you’re protected. https://fieldnet.massmutual.com/public/di/pdfs/di85001.pdf.

Along with providing important coverage, the potential for dividends* can be key to the overall value that participating whole life insurance offers.

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*Dividends are not guaranteed.

Having all your eggs in one basket may not be the safest method for long-term investing. Let’s talk about how we can help mitigate risk in your portfolio with customized strategies and solutions.

Fix your mix: Asset allocation | MassMutual A diversified portfolio will drift over time. Rebalancing regularly can help you manage risk and maximize returns.

Building a solid retirement plan is key to your success as a business owner. Plan smart and thrive longer. Let’s connect.

Don’t overlook variable annuities in a bear market. Offering various protections such as death benefits and guaranteed lifetime income, variable annuities provide a less risky method to use the market to grow your savings. Let’s chat and see if a variable annuity makes sense for you.

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Understanding how your financial assets will be taxed is an important part of your financial picture. Let's discuss tax diversification options and the possible outcomes.

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One of the most important decisions you can make when considering your estate plan is deciding who will serve as your successor trustee. Let’s discuss your options to see what may be best for you and your family.

https://bit.ly/3SiMWG1.