WELCOME TO THE ACT ADVISORS® BLOG WHERE YOU’LL FIND THE LATEST ARTICLES, VIDEOS, AND PODCAST EPISODES FROM OUR TEAM
If you haven’t built a legacy plan, you could be missing unexpected opportunities and insight that could benefit your organization today, even before you leave.
Collateral assignment split-dollar plans are a powerful executive benefit with favorable tax treatment that can incentivize retention and offer credit union leaders a long-term income
Doug English, CFP® discusses the markets and what we did in our clients portfolios in June 2022.
Amidst the challenges of the pandemic and an increasingly competitive talent market, credit unions are reevaluating their strategic game plans as they head into the
Credit union executives nearing retirement must find strategic ways to manage their taxes and income due to drastic tax rate changes post-retirement and following distributions
Wes Johnson, CERTIFIED FINANCIAL PLANNER™ practitioner and co-founder of ACT Advisors, joins Doug on “C.U. on the Show” to discuss direct indexing, a tax-focused investment
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Volatility has come back into the market as the narrative shifted toward a higher-for-longer monetary
Doug English, CFP® discusses the markets and what we did in our clients portfolios in March 2024.
Wes Johnson, CFP® discusses the markets and what we did in our clients portfolios in February 2024.