Articles
Success in life is about much more than just money.
Enjoy our selection of articles and posts that relate to leadership, entrepreneurship, empowerment, insurance, lending, and sports & entertainment marketing.
We welcome your comments and thoughts.
LendingClub Sub Failed to Meet Fiduciary Duty, SEC Says
The fiduciary responsibility of those in control of funds is something to be taken seriously - but not everyone does! Let's discuss how your money can be put to work for YOU, and not an errant manager. Contact us at cfields@loyaltyalliance.com or 212-570-1212. "The...
The Sky Isn’t Falling on Aretha Franklin’s Estate
Aretha Franklin died without a will. Should you? The lack of a will or trust does not necessarily signal probate troubles ahead. But careful planning is critical! Contact us to discuss how we can help you protect your wealth and legacy. "Following the death of Aretha...
How to Avoid Being an Art Fraud Victim
How sure are you of the authenticity, and value, of your art? Don't be a victim of poor investments of ANY variety! Contact us to discuss how we can work together to protect your wealth. "Attendees of Expo Chicago, a three-day art fair featuring galleries around the...
3 Tax Breaks That May Be Better in the Long Run
Do you know if short or long-term tax benefits will work best to help you achieve your goals? Best not to make any assumptions. At Loyalty Alliance we consider your circumstances when setting goals. If you have any questions or concerns, contact us! "Talk to a tax...
British Airways hacking: Customers cancel credit cards as airline defends handling of ‘sophisticated’ cyber attack
Large companies are not too big to be attacked by cyber-criminals. Large or small, mitigate your losses by ensuring potential liabilities are covered by the appropriate insurances. If you would like a second opinion on your policies with regard to coverages, premiums,...
Professional athletes alleged almost $500 million in losses as fraud targeting them continues to rise
So many athletes end up broke because those in their inner circle abuse their trust and generosity. Don't be a victim! If you're in need of an advisor that prioritizes you and your needs, contact us! "With massive salaries and lucrative product endorsements and...
Kitces: Is the small-business 401(k) fool’s gold?
Tax deferral or tax savings - do you know the differences between them? Where does the small business 401(k) fit in, and do you really benefit from this retirement strategy? Let's discuss what makes sense for your goals. Contact us! "The allure of starting a small...
Why NBA Players Go Broke and How To Avoid It
According to Bleacher Report, [February 29, 2012], 60% of NBA players file for bankruptcy within five years after retirement! Don’t be next! In our opinion, NBA Players go broke for four main reasons. First, their egos! Don’t forget, these are young men in their late...
IRS Finally Issues New Regs for Charitable Gift Appraisals
Do you know what to look forward to and watch out for with the new IRS charitable gift regs? Does your current wealth management team? We put your goals first, and watch out for anything that may affect them. Contact us to learn more. "The Internal Revenue Service...