Blog & Helpful Articles

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2nd Mar, 2017

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Unique Hotels for a Once-in-a-Lifetime Vacation

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Vacations allow you to escape the routine of your everyday life. Making the most of your time away from home is up to you. If you’re interested in springing for once-in-a-lifetime hotel accommodations, here are a few unusual options.

Relax in Luxury
Looking to indulge beyond the traditional hotel and continental breakfast? A well-appointed retreat that makes…

6 Financial Concepts Taught by American Presidents

21st Feb, 2017

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6 Financial Concepts Taught by American Presidents

From: theentrustgroup.com

You don’t have to read far into The Art of the Deal to learn what drives President Donald Trump’s approach to finances and business. Its first line: “I don’t do it for the money. I’ve got enough, much more than I’ll ever need. I do it to do it. Deals are my art form.” Historically, presidents (and one founding father) have taken different…

3 Overlooked Tax Breaks Your Home May Be Able To Cash In On

21st Feb, 2017

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3 Overlooked Tax Breaks Your Home May Be Able To Cash In On

From: trulia.com

Minimize what you’ll owe and maximize what you’ll get back at tax time.

People are always making moves (real estate and otherwise) to minimize what they owe and maximize tax returns. But understanding if you’re eligible for tax breaks can be daunting. The tax code is 4 million words and more than 70,000 pages long.

To ensure you’re not…

16th Feb, 2017

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Do you need long-term care insurance?

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Like estate planning, long-term care insurance is a critical component of a financially secure future, but many people tend to put it off or actively avoid it. Planning ahead helps you avoid burdening your family and loved ones with the mental and financial costs of providing care. Read on for more about adding a long-term…

Top Four Estate Disputes of 2016

3rd Feb, 2017

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Top Four Estate Disputes of 2016

From: wealthmanagement.com

2016 was a typical year in that, unsurprisingly, families continued to fight over estates.

Note that this is just a sample of some of the major dust-ups. That being said, the following are what I believe to be some of the major estate disputes that graced the headlines this past year.

Prince

Pop artist Prince died in April 2016 without a will. I previously wrote a blog…

Here’s What Couples Need to Know About Spousal IRAs

1st Feb, 2017

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Here’s What Couples Need to Know About Spousal IRAs

From: www.theentrustgroup.com

With Valentine’s Day around the corner, couples everywhere are gearing up to impress their partners. Buckling down on finances may not be the first things that comes to mind, but maximizing savings for retirement can be a joint effort for married couples who are ready for that phase in their life. Even if one of the spouses is not working, there…