From the Archive: Whiskey Is No Longer ‘a Man’s Drink’
Four distinguished women in the whiskey and brandy industry discuss how the spirit is attracting a more diverse consumer than ever before—and drawing more women into the industry.
Worth sat down with Justin Charisse, Saugatuck Financial’s Founding Partner, and Luke Andriuk, Saugatuck Financial’s Investment Associate, to discuss the effects of COVID on investment planning as well as how they incorporate ESG into their portfolios.
Permanent life insurance has long been used as a tax-efficient planning tool for the wealthy. Justin Charise explains how the changes to Section 7702 provide an opportunity for high income earners to dramatically enhance the efficiency of those benefits.