Laxer Financial Group

Not sure how to take the first step for life insurance? Contact me. Together we can assess your needs to find the coverage that’s right for you.

Personal financial planning impacts your business. What’s your plan and how can we help?

Transitioning family wealth starts with knowledge. How can I help you and your family with financial education to leave a multi-generational legacy?

You can’t predict where life will take you, but you can take steps towards securing your family’s financial future. Let’s discuss how life insurance can help protect your loved ones today.

Whether life goes according to plan, or throws a curveball, expenses will always need to be paid. Learn more about ways to protect yourself, and let’s talk.

Why you need both life and disability insurance | MassMutual We all like to think serious illness, disability, and premature death won’t ever happen to us or to our loved ones. But what if they do?

Warm weather, vacations, relaxing with the family. These are the memories that last a lifetime. Let’s talk about navigating preventable challenges to your portfolio to protect these moments for future generations.

Let’s connect this summer and discuss the benefits of owning life insurance, no matter where you are in life.

The current high estate tax exemption limits are due to expire at the end of 2025. Let’s discuss your situation to ensure you’ve got a plan in place to help preserve your family’s wealth.

Plan now? The estate planning 2026 question mark | MassMutual The current estate tax exclusions and income tax brackets will sunset by 2026. Here’s what to consider.

A recent Supreme Court ruling has changed how life insurance proceeds could impact the value of your business for estate tax purposes. Let’s discuss what this could mean for you and your business.

Business owners: Check your buy-sell agreement | MassMutual The tax treatment of life insurance proceeds in buy-sell agreements is changing, thanks to the Supreme Court.

69% of business owners say that keeping key employees loyal is a top priority. I can help you put the right insurance plan in place to retain your best team members.

Source: MassMutual’s “Business Owner Perspective” Study, 2022.

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.

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.

You need to protect the funds you’ve been building over the years from taxes, inflation, and other market challenges. Think about rolling over your qualified retirement savings accounts into a fixed annuity to defend against market risk and guarantee your income. https://fieldnet.massmutual.com/public/ann/pdfs/an1520.pdf.

Volatility happens. Over the last 136 years, the Dow Jones has had 88 years of positive returns and 48 “down” years. Learn about a new retirement income solution that offers full market participation and income protection from market downturns.

Watch to learn more: https://bit.ly/3ycFRAE

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.

fieldnet.massmutual.com

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.

Annuities, like retirement plans, are not one size fits all. Let’s build one tailored for you.

Different types of annuities explained | MassMutual There are a variety of annuities that offer different payouts and benefits. This article helps you determine which type of annuity may be best suited for you.

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.