Financial Planning Issues

Five Things You Need to Know About the Recently Enacted ABLE Act

Posted on: April 15th, 2015
On December 19, 2014, President Obama signed the Achieving a Better Life Experience Act (ABLE Act) into law. The ABLE Act will allow certain individuals with disabilities to establish tax-free savings accounts that can be used to cover expenses not otherwise covered by government sponsored programs. These accounts can be a great alternative or supplement to special needs or supplemental needs trusts....

Five Tips to Remove Financial Hassle from Your Life

Posted on: April 11th, 2014
Everyone faces hassles in life. We can’t escape them completely, but if we can minimize them, our quality of life improves. There are hassles in managing your finances and wealth, too. Here are five tips that will help you get financial aggravation under control....

What’s On Your Worry List?

Posted on: March 24th, 2014
A comprehensive financial plan that is effectively executed delivers dollar savings in improved investment returns, lower taxes, lower fees, more efficient wealth and more stable income....

Aligning Insurance Products within a Planning Structure

Posted on: March 17th, 2014
We use a variety of insurance products to manage risk in different areas of our lives in order to protect our wealth from losses that can come from property damage, businesses we own, disability, retirement and death. Instead of considering these products as separate items, make them part of an integrated, overall risk management plan....

Understanding Losses: Liability Exposure

Posted on: March 17th, 2014
We live in a litigious society. Lawsuits abound, whether deserved or not. If you own property or stock that was purchased at a low price and has had high appreciation, it is at risk to litigation and creditors...

How to Stop Worrying About Running Out of Money in Retirement

Posted on: January 27th, 2014
Many retirees today worry about having enough money for their retirement. Of special concern is if there will be enough money to provide for the surviving spouse. This is called “shortfall risk,” and it is a valid concern....
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