The Main Street Code – Change Is Inevitable: Why Your Financial Plan Needs Review– S7E12

Welcome to The Main Street Code for Financial Success!

In this episode, Neil Himmelstein talks about why financial planning can never be set-it-and-forget-it. He explains how changes in your life, the market, tax laws, insurance products, and business value can affect your plan over time. Neil also covers why buy-sell agreements need regular review, how company-owned life insurance can create problems, and why strategies like Bonus 162 and corporate split dollar may deserve a closer look. The message is simple: if you do not review your plan, change can make decisions for you.

Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.

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Visit ⁠www.themainstreetcode.com⁠ for more information.