Retirement Financial Planning
…for guidance. Our retirement financial services team appreciates the challenges faced by our clients. Contact our office today and ask what approach we’d take if we were in your position….
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Planning and Paying for Long-Term Care: What You Need to Know
…for, and financing long-term care seem like a daunting process; however, a little research and preparation, as laid out here by Retirement & Estate Advisors & Professionals (REAP), can make…
Donald Trump’s Death Tax Proposal – A Non-Partisan View
…to the donaldjtrump.com website (as of 11/15/16), his policy as to the “death tax” is as follows; “The Trump Plan will repeal the death tax, but capital gains held until…
It’s never too soon to consider our own legacy
…man who believed in honesty, truthfulness and family. “To this date, it is the most cherished possession I have from him,” said Baines, who, in 1999, founded the website ethicalwill.com…
How Annuities Soothe Retirement Anxiety
How Annuities Soothe Retirement Anxiety From: insurancenewsnetmagazine.com One day, advisor Joe Lucey received a call from a commercial airline pilot who wanted to come in and talk about financing retirement….
How 10 Types of Retirement Income Get Taxed
How 10 Types of Retirement Income Get Taxed From: www.kiplinger.com When you’re planning for retirement, it’s fun to contemplate all the cruises, rounds of golf and restaurant meals you have…
What to Know About Passive Income
…Common Enterprises Creating a business where you can outsource much of your labor, purchasing a franchised business, or running a website are also possible ways to generate passive income. Consider…
What’s the ROI from fitness trackers?
…in the Journal of the American Medical Association. The research centered around wearables and weight loss showed a surprising trend: Those logging their meals and exercise on a website lost…
REAP Promotion
Click the image below to be taken to our events website or call the number listed to register for a free educational event and dinner. For the full publication of…
Read more3 Misconceptions About 401(k) Fees
…many families and individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation:…
