Robert Vilbig at Long Island Premier Financial Group

06/05/2022

Francesco Livoti, CLTC, Licensed Agent with New York Life and I are out supporting the town of Smithtown with our local Chamber of Commerce. Come by and say hi!

04/16/2021

Right now, loaning money to your trust or children to pay life insurance premiums can be a good idea due to low interest rates. If you have questions about tax strategies and interest rates, I can help. Let’s talk about your future!

04/09/2021

I’m telling all my clients that there’s never been a better time to review their estate plans. With tax exemptions under current law set to expire, we don’t know what the future will hold. However, with the right strategy, you can work to reduce your estate taxes so you can leave a lasting legacy.

04/02/2021

Leaving a legacy for your heirs requires careful preparation. You’ll want your estate to be passed on according to your wishes, and in the most tax efficient way possible.

03/26/2021

I help many of my clients with tax diversifying their assets with life insurance to help reduce their overall tax liabilities in the future. With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire soon, maybe it’s time to review your financial strategies for the future. Let’s work together to make your money work harder for you.

03/22/2021

It's time to get real: Ditch these poor networking habits.

Improve the quality and quantity of your business connections by breaking these habits.

03/20/2021

This is the time of year we start to think about taxes. While the top income tax rate is set at 37%, we never know where it’ll go in the future. I can help you reposition your assets to help reduce the overall impact of taxes while meeting your life insurance needs. Reach out today, and we’ll start the conversation!

03/20/2021

Try these tips to boost your Social Security payments.

Although there are hundreds of rules involving Social Security, some things are pretty simple.

03/19/2021

We are thrilled to announce the first Power of Knowing seminar of 2021 will be hosted by renowned IRA expert Ed Slott, CPA. Join us on March 24th at 4PM ET to hear Ed share timely advice regarding a series of major changes to retirement tax rules that have taken effect, impacting all who are planning for retirement.
Please watch this brief video to learn more about Ed’s seminar: https://players.brightcove.net/1672918732001/default_default/index.html?videoId=6233690656001

Register today! https://event.on24.com/wcc/r/3040820/236EE84D2A1C9693DA2365804334E0A9?partnerref=0192022

03/19/2021

Find what you're best at and stick with it.

When companies expand too broadly or too quickly or reach into areas that are secondary to their primary brand or expertise, they often end up stretching too thin and missing the mark.

10/26/2020

"There will always be a reason why you meet people. Either you need them to change your life or you’re the one that will change theirs."