What’s more important? Netflix, Starbucks, or your Kids? It can be a little ironic how many people emphasize that their family’s safety and financial well-being is their biggest priority and… read more →
If you’re in your late 70’s or 80’s or in poor health and considering surrendering or lapsing your life insurance policy, there is an alternative that could net you tens… read more →
Please don’t take this as a commentary on who should be the next President. This is a commentary on the fact that you should consider reviewing your tax plan and… read more →
I am now in my early 50’s. I know you thought I was younger, but earlier this year, I pulled the trigger. After researching the best policies for my clients… read more →
Have you sold your home, a mutual fund, a stock, a business, or any other asset for a gain? If so, you probably paid Uncle Sam a hefty sum for… read more →
Today I will focus on three ways to grow your money tax-deferred and distribute your money tax-free. Tax-deferred growth and tax-free distributions are my favorite ways to build wealth over the long term, as tax rates… read more →
“You have insurance on your pets, your cell phone, your diamond ring, but not yourself? As a stay-at-home parent, you should only buy life insurance on yourself if you love your children.”… read more →
“Your largest asset is most likely your ability to earn income!” – Jeff Gurman. Is your paycheck protected against losses, like your autos and homes? Something as mundane as tripping on… read more →
I look at all investments as falling into three Buckets and each of these buckets have unique characteristics, so it is important to plan accordingly. Taxable Bucket: Any investment for which… read more →
