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Charitable Contributions

…plan makes gifts to charities. Charitable tax strategies for estate planning purposes can be among the most complex, and it typically makes sense to consult a professional. Commonly used strategies…

Secure Your Financial Freedom with These Tips

…business liabilities, providing potential tax benefits, and requiring less paperwork compared to other business structures. By filing for an LLC yourself or using a formation service such as Zenbusiness.com, you…

5 Issues for Bond Investors to Consider: Wells Fargo

5 Issues for Bond Investors to Consider: Wells Fargo From: www.thinkadvisor.com Fixed income has an important role to play in a well-diversified portfolio, even in today’s rising interest rate environment,…

Uncharitable Giving

Uncharitable Giving From: www.investmentnews.com Charitable giving is undergoing a shift in the wake of the 2017 tax law, and could see yet more changes in the coming months and years…

Addressing Consumer’s Objections to Annuities

Addressing Consumer’s Objections to Annuities From: www.wealthmanagement.com Annuities, according to author and retirement income expert Tom Hegna, aren’t bad, but, he cautions, “there are bad annuities.” In this video clip…

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