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Are you prepared to deal with a major lawsuit’s impact on your wealth and financial security? An umbrella policy above and beyond your existing insurance can give you the level of wealth protection you need. Even if you already have a policy in place, you may need to increase your coverage. The [...]
Combating Professional Criminals, the Super Rich Way As your wealth grows, so can the risks you face from criminals intent on separating you from your possessions—or something worse. Here’s a look at the ways many of the wealthiest families create plans for thwarting would-be criminals and protecting what’s rightfully theirs. To view this flipbook, click [...]
"As retirement approaches, it’s important to step back and take stock of what you want your life to be when you’re no longer working."
Trusts can be a beneficiary for your IRA, but you will want to be familiar with the requirements for trust a to be a qualified “see-through” trust. Meeting these requirements is the only way the valuable “stretch” advantage can be used by trust beneficiaries. The stretch is the ability of the named beneficiary to [...]
While Republican efforts to unleash a second round of tax reform are likely to hit Democratic resistance and are not widely seen as likely to succeed this year, proposed legislation focusing on retirement plans may have some bipartisan support and a decent shot at becoming law. The “Family Savings Act of 2018” (H.R. 6757) includes [...]
Managing life circumstances effectively with your money. "When your advisor reinforces the importance of rational decision-making, you are often better positioned for managing life circumstances effectively. Instead of chasing returns, you will be prepared for what we call the 'certainty of uncertainty.’” https://www.youtube.com/watch?v=nEnb2HnIZ88
Every year after Labor Day, we're reminded of the new school year. This year is no different. Planning for school is essential, especially when it comes to your finances. Here are general rules surrounding the most popular plan, the 529 College Savings plan. Your "need-to-know" corner: When assessing plans, chose on that is rated well [...]
No matter how far away you are from retirement, it’s a good idea to take the time to add up what your retirement income might look like when that day arrives. Then you can accurately determine your needs. https://www.youtube.com/watch?v=nHei61BoeKw Written by Tom Hurley in the Financial Freedom Studio.
When should you take Social Security? How will your Social Security affect your Retirement? https://www.youtube.com/watch?v=bdotkymTqt0
If you are over the age of 70 ½, the government requires you to take annual distributions (withdrawals) from your retirement account—a provision known as the required minimum distribution (RMD). Up to a certain amount, these distributions may be made tax-free as long as they are directed to a qualified 501(c)(3) organization, an option [...]
Principles of Estate Planning Looking far into your future can be a difficult task, but it might be easier when you consider what it is you will leave behind for those you love. https://www.youtube.com/watch?v=f5xDI45btw4
Wills and Trusts The Foundations of Your Rock-Solid Estate Plan Even if you have many moving parts to your finances, you can get on track by focusing on two main areas of estate planning: wills and trusts. Here’s how to do it. Who can benefit from the Wills and [...]