Facebook-f Linkedin-in
Contact Us
Search
Close this search box.

Learning Center

I am a(n)...

Please Select
Filter markets

Filter by Topic

Please Select
Filter Topic

Filter by Type

Please Select
Content Type
Article

How The SECURE Act Helps Eliminate Start Up Costs For Your 401(k)

In the ever-evolving landscape of retirement planning, legislative changes can have profound implications for both business owners and their employees.

Read More
Article

Defined Benefit Plans: How A Cash-Balance Plan Offers Tax Advantages To Business Owners

POV: you’re a business owner who may need to play catch-up with your retirement plan. After years of putting money

Read More
Article

How To Choose The Right Key Employees In Your Business

The who in your business is often more important than the what. The right key employees in your business will

Read More
Article

Intentionally Discounting The Value Of Your Business Or Estate

Deliberately lowering the value of your business might sound counterproductive. However, for the purposes of estate planning, business planning, or

Read More
Article

Estate Tax Exemption Sunsetting After 2025: How It Affects Your Business

One of the biggest factors in planning for your business is around taxes – paying them, mitigating them, maximizing your

Read More
Article

How Can Disability Buyout Insurance Protect Your Business?

Adequately protecting your business means ensuring you are able to replace the full value of your business. And if your

Read More
Contact Us
Facebook-f Linkedin-in

© 2024 Consolidated Planning. All rights reserved.

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.

Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

2022-147105 Exp 12/24