by Finuity | Jun 17, 2026 | EXECUTIVE PLANNING 4 U
The evolving role of life insurance in financial planning For many business owners, life insurance begins as a straightforward form of protection. It may provide liquidity to pay taxes at death, preserve the value of an estate, or help ensure that family members are...
by Finuity | Jun 17, 2026 | BETTER BENEFITS 4 U
The changing expectations of employee benefits Employee benefits plans have traditionally focused on providing broad protection through health, dental, disability, and life insurance coverage. While these core benefits remain an important part of any compensation...
by Finuity | May 21, 2026 | BETTER BENEFITS 4 U
Expanding the definition of employee benefits Employee expectations around workplace benefits have evolved considerably in recent years. While traditional group insurance plans continue to play an important role, many employers are recognizing that employees...
by Finuity | Apr 15, 2026 | EXECUTIVE PLANNING 4 U
Moving beyond the basics of the Capital Dividend Account For business owners who are familiar with the Capital Dividend Account (CDA), the initial focus is often on understanding how it works and when it can be used to pay tax-free dividends. Once that foundation is...
by Finuity | Apr 15, 2026 | EXECUTIVE PLANNING 4 U
A lesser-understood component of corporate planning For many business owners, corporate financial planning involves more than simply managing income and expenses. The structure of a private corporation introduces additional opportunities and complexities, particularly...
