Money For Lunch – Brett Sause

Articles by: Brett Sause
Brett Sause, an 18-year veteran of the financial services profession, is CEO of the Atlantic Financial Group LLC (www.atlanticfinancialgroup.org). Brett has been awarded both the National Quality Award and the National Sales Achievement Award from NAIFA. Brett has been featured in numerous financial publications, such as Life Insurance Selling Magazine and Advisor Magazine and has been the keynote speaker at many insurance and financial practices around the east coast.

Are You Leaving Your Beneficiaries A Tax Time Bomb?

May 18, 2017 1:02 PM0 comments

  When it comes to retirement – and to passing on whatever wealth you’ve accumulated to a spouse or the next generation – you may think you’ve thought of everything. But despite your careful planning, it could be that Uncle Sam will be handing you a hefty tax bill while […]

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