Author Archives: Brendon D.
Brendon DeRouin discusses the potential advantage to a Charitable Lead Annuity Trust for retired individuals. Continue reading
Quarter 2 marks the end of tax season and the peak time of year for CD renewals. Check in with your clients and with a fresh idea. Continue reading
Special half hour version of the weekly brew covershow to use life insurance to secure retirement. Continue reading
Monday, March 21st, was World Down Syndrome Day. This day falls on 3/21 every year as people with Down syndrome have 3 copies of their 21st chromosome. I never paid attention to this day…never even knew it was a thing, … Continue reading
Last April (2015), the Department of Labor proposed regulations that would require a best-interest contract between advisors working with retirement accounts and their clients. If you haven’t been paying attention, you can read up on the proposed regulation here. In short, … Continue reading
We do a lot of goal setting and goal check-in at ISG. Finding goals that you’re passionate about and having a way to keep yourself accountable and check back in on them is the best way to create accomplishment. We … Continue reading