When You’re The ‘One’
…your future. Brought to you by REAP, LLC. Questions? To learn more about the contents of this article or for a free consultation, contact us at info@retirementestateplan.com or (855) 904-REAP….
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S&P 500 Returns Over The Last 40 Years
S&P 500 Returns Over The Last 40 Years From: linkedin.com 11.6% per year over the past 40 years — you’re free to have your own feelings about investing in the…
Why Paying for Financial Advice Makes Sense
…investments wrapped in complicated life insurance policies. Here, too, the salespeople drew handsome compensation, but the customers would often have been better off buying some cheap index funds and holding…
Odom and Kardashian: Why Living Wills Matter
Odom and Kardashian: Why Living Wills Matter From: wealthmanagement.com Former NBA star Lamar Odom was hospitalized Tuesday after being found unconscious in a Nevada brothel, according to major news outlets….
Rules And Requirements For Doing A Qualified Charitable Distribution (QCD) From An IRA
Rules And Requirements For Doing A Qualified Charitable Distribution (QCD) From An IRA From: kitces.com For nearly a decade, the rules allowing for a tax-free Qualified Charitable Distribution (QCD) directly…
Change Your Investment Goal
Change Your Investment Goal From: huffingtonpost.com For approximately 85 percent of individual investors, their investment goal is to “beat the market.” If you are one of those investors, I want…
Why it’s time to embrace asset-based long-term care products
Why it’s time to embrace asset-based long-term care products From: lifehealthpro.com Nearly all of the recent news about funding options for long-term care tells a story of an industry on…
Congress passed Inflation Reduction Act of 2022. Here are 6 tax takeaways.
…need to retain supporting documentation to prepare for the increased IRS scrutiny. Preparation could also include earning a designation which will give preparers additional rights to respond to IRS correspondence…
Social Security True or False Quiz
Social Security True or False Quiz From: www.aarp.org Test your knowledge on this government program: To view the quiz: Click here →…
Read moreThe Value of a Fiduciary Advisor Reaches 4% in 2017
The Value of a Fiduciary Advisor Reaches 4% in 2017 From: www.iris.xyz Written by: Brad Jung | Russell Investments Updating our annual “Value of an advisor” study for 2017 seems especially relevant given the…
