Archive for July 2018
A 1035 Exchange, Know The Facts
A common problem faced by insurance and annuity holders relates to a need to upgrade to a better financial option without paying taxes on gains earned on the old policy.…
Read MoreWill Power: Should You Update Your Will and Estate Plan?
Everyone should have a will; it ensures that your loved ones will receive the assets you wish them to have in the event of your death. To be clear, a…
Read MoreTo Know The Road Ahead, Ask Those Coming Back
“To know the road ahead, ask those coming back” is the famous Chinese proverb although for this article it may be more fitting to say, to know the road ahead,…
Read MoreThe Affordable Care Act & Your Retirement
What is the status of the Patient Protection & Affordable Care Act of 2010 (ACA)? High-end net worth “seniors” planning for retirement need to know. How will the changes in…
Read MoreRising Interest Rates And Your Portfolio
The reality is that rising interest rates will likely continue through 2018. This has been choreographed by the Fed Reserve for some time now, and even most of the…
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