From: americanthinker.com
Perhaps the greatest deceit peddled on publics across the West is that the global economy is struggling. It is not.
A classic example of the incorrect information being disseminated is the following claim from an article by Doug Saunders in the Globe and Mail:
From: REAP
I. The Market:
The focus of my firm has been on the less populated counties and cities (referenced also as “B” markets) and surrounding rural areas.
A. Primary: I-75 Corridor: Marion, Alachua & Columbia counties, which are populated primarily by Ocala, Gainesville & Lake City, respectively;
B. Primary: I-95 Corridor: Volusia, Flagler, St. John’s & Putnam counties, or Daytona Beach/Deland,…
From: nytimes.com
From their earliest days, the loosely confederated research efforts that came to be known as behavioral economics spawned a large quantity of studies centered on securities investment. This was not because the field’s pioneers were especially interested in stocks and bonds, nor was the early research commonly underwritten by financial services firms.
Rather, the hive of activity that evolved into its own…
From: quickreadbuzz.com
Part I of this article highlights notable 4th Quarter 2015 U.S. Tax Court Cases that will be of interest to valuation practitioners and business advisors. Estate of Purdue reminds us that taxpayers need to address 2036(a) concerns and establish a non-tax reason. In addition, the case reminds us that gifting an equity or LLC interest may not qualify as a present interest for gift tax purposes….
From: FundChoice
1. Financial Health Assessment
We tend to be biased when evaluating our finances. A financial advisor will assess your current financial health from an objective standpoint.
2. Tailored Goal Formation
From professional and personal to health and familial, setting goals is a daunting task. The right financial advisor will help you draw a financial thread through your ambitions and set appropriate, realistic, and manageable fiscal…
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From: wealthmanagement.com
A revocable trust-centered estate plan offers many benefits a plain old last will and testament can’t.
A revocable trust-centered estate plan offers many benefits a plain old last will and testament can’t. Trust-centered plans are better for clients and make your work easier. Understanding the benefits of trust-centered planning will position you as the trusted advisor who can spot the issues…
From: ultimateestateplanner.com
By: The Ultimate Estate Planner
The IRA Inheritance Trust® (also known as a “Standalone Retirement Trust”, “IRA Beneficiary Trust” or just plain and simple “IRA Trust”) has now been around for over 10 years. The IRS approved this strategy in PLR200573044 and, even though, it’s been around for some time, it’s only now that so many estate planners are starting…
From: money.usnews.com
Sometimes conventional wisdom isn’t necessarily wise. For years, many pre-retirees were counseled to expect living expenses of around 70 to 80 percent of their current outlays.
In the past decade, financial planners have keyed in on several places where retirees spend more than previously believed. Many baby boomers are healthy and energetic at retirement and are ready to take on travel or new hobbies,…
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