From: financial-planning.com
I watched in shock as the Brexit results were reported Thursday night. Then, on Friday morning, I watched as stocks tanked.
Global equities, especially foreign, tumbled. Money poured into safe havens, such as U.S. Treasuries. I knew advisers would be wondering if they should get their clients out of the stock market until the uncertainty vacuum dissipates. I say “don’t even think about it!”
It’s not that I…
From: inforcepro.com
As many of you have heard, there has been another tragic case of a life insurance policy lapsing and not catching it until the policyholder had already passed away. The insured, David Stewart, was separated, living alone, and battling depression, therefore opening up his mail was not a major priority in his struggle with his health. Stewart was issued a $500,000 policy from Northwestern Mutual…
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,…
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From: thinkadvisor.com
Yes, it’s tax filing season again, already!! And again for this year, we had some tax laws extended by Congress through 2016 or 2019, but some were actually made permanent.
So for the context of this article, we’ll discuss only those changes affecting your individual clients.
From: wakeup-world.com
For many years I worked in palliative care. My patients were those who had gone home to die. Some incredibly special times were shared. I was with them for the last three to twelve weeks of their lives. People grow a lot when they are faced with their own mortality.
I learnt never to underestimate someone’s capacity for growth. Some…
View this PDF to see the importance of you choosing your beneficiaries, not the courts:
From: washingtonpost.com
To be a 20-something is to wrestle again and again with big life moments: Graduating from college. Getting a job. Moving into your own place. Getting another job. Getting married. Buying a house, maybe, or having a kid.
Each milestone comes with plenty of reasons to worry about money. Or as millennial-focused financial adviser Sophia Bera more enthusiastically puts it, “major planning opportunities.”
And…
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