Chris Kelm


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So far Chris has created 14 blog entries.

Legacy & Estate Planning

Legacy & Estate Planning

Beyond Success to Significance!

Success is when you add value to yourself, Significance is when you add value to others!
-John Maxwell

Very few processes are more personal and emotional than Legacy & Estate Planning. Addressing what often are complex inter-family relationships, together with what can be extremely technical subjects of tax planning, […]

Legacy & Estate Planning 2016-12-01T18:27:12+00:00

Income & Tax Bracket Diversification

Income & Tax Bracket Planning   When Do You Want Your 1099?

The Three 1099 Buckets of Income – Overview


I can decide how and what my tax bracket can be?

The answer is, YES

The Financial Decisions you make NOW will Determine How Much You Will Have in […]

Income & Tax Bracket Diversification 2016-12-01T18:27:12+00:00

Tax Bracket Strategies

Tax Planning to Avoid ATRA-phy

The American Taxpayer Relief Act. Brought to you by the same people who ushered in Super PACs guised as “campaign finance reform” and unleashed the Orwellian flood by calling it “The Patriot Act”. The relief is comes in the form of 20% top tax rate on dividends and long-term […]

Tax Bracket Strategies 2016-12-01T18:27:12+00:00

Life Insurance Beneficiary Mistakes

Overlooking details

I’ve reviewed over two dozen life insurance policies this year. Aside from the big problems I currently see in cash value policies, beneficiary designation is important because a mistake can be costly. Perhaps because so much thought, energy, time and money is spent deciding upon the type of policy and coverage, the […]

Life Insurance Beneficiary Mistakes 2014-07-30T20:42:28+00:00