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9 New Tax Projections for Retirement Planning in 2025

…make relatively reliable projections for 2025 possible — and that is exactly what Bloomberg Tax has done. In its latest annual tax projection report, the research and news organization uses…

Revocable Trusts May Be the Solution to Your Client’s Needs

…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…

10 Most Expensive Tax Mistakes

…law requires. But you don’t have to feel that way. You just need a better plan. And you’ve already taken a giant step in that direction, whether you realize it…

Change Your Investment Goal

…bias.” Reliable studies have demonstrated that only 54 percent of actively managed funds survive a 15-year period. Typically, liquidated funds had poor relative performance, a lack of commercial success or…

Tax Law Changes Affecting Your Clients

Tax Law Changes Affecting Your Clients 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…

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The Current Market, North Central Florida

…therefore have no qualified prospect. Similarly, their affirmation should unleash the solution to their challenges. IV. Competitive Forces: A. Institutional: Banks, brokerage firms, insurance companies B. Personal: Other professionals such…

Why You Need REAP

…accomplish. That way, we can customize a comprehensive plan based on each client’s unique hopes, needs and values. Our comprehensive plans include 4 key areas: First: Investment & Wealth Planning…

Emergency Housing Guide

Emergency Housing Guide From: www.payingforseniorcare.com An estimated half-million people were homeless in the United States from 2007 through 2020, and many of these individuals were seniors and veterans. Unfortunately, seniors…

When Low Risk Means High Risk

When Low Risk Means High Risk From: www.morningstar.com Investment caution can be dangerous, too. Treasury Bill Rivals In total, 169 mutual funds and exchange-traded funds registered in the US officially…

Retirees Moving to These States Can Get Some Great Tax Breaks

Retirees Moving to These States Can Get Some Great Tax Breaks From: www.cheatsheet.com Where you live when you retire matters — and not just because you want to be close…