Viewing 1 to 10 of 337 items
Archive | Estate Planning RSS feed for this section

Social Security Snafus

Were you aware that there are over 8,000 ways a married couple can file for social security benefits? It can be a challenge to understand because it is complicated. Sixty percent of American households rely on social security for more than 3/4ths of their income. The goal, no matter what your retirement income is, would  Click to Continue

0

What are 5 Retirement Planning Tips for Singles?

Preparing for retirement solo can be difficult and many Americans will be doing just that for various reasons; divorce, death of a spouse or changing lifestyles. Their situations are varied and their needs tend to be quite different from their married peers. Here are 5 retirement planning tips for singles. Tip #1: You cannot cut  Click to Continue

0

Estate Planning for the Contemporary Family

My dear Dad died in 2002 two years after my precious Mom. I felt like an orphan. An orphan at age 50. As difficult as those losses were for my sisters and me emotionally, I cannot thank our parents enough for the one last gift that they gave us. That was the gift of Estate  Click to Continue

0

How A “Financial Advisor” Blew $168 Milllion of his Lotto Winning Client’s Money

Have you heard about the lottery winner that has already lost $168,000,000 ($168 Million) in just two short years after winning the money?  Although I am sure that there is always two sides to every story, this consumer is filing suit against two “bogus financial advisors” who he claims have blown through the money.  Apparently  Click to Continue

0

Using Philanthropy to Create Tax Deductions

It has been researched that 85% of households give some money at some point throughout the year. So philanthropy is not new, it is encouraged by religious groups, social groups and certainly alumni associations and hospitals etc, etc. Historically the real impacting gifts are made by wealthy families but there is a new form of  Click to Continue

0

A Unique Solution for Wealth Transfer and Qualified Funds

I want to discuss today about an alternative for transfer of wealth for one’s qualified funds.  With the many annuity and life insurance carriers out there in the Industry, only a very limited handful of carriers provide this unique solution for this type of client.  The goal is simply to convert the qualified funds (Tax  Click to Continue

0