Protecting Your Assets with Life Insurance
…they come up. If they don’t, you’ll potentially be able to leave the policy’s full death benefit to your heirs. Creating an irrevocable life insurance trust to cut estate taxes….
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Estate Planning as a Gesture of Affection
…room full of strangers, failing to communicate to your family the rationale behind a fair but inequitable division of assets in your estate planning could do more harm than good….
Maintaining a Healthy Financial Mindset
…help you feel more in control. Check In With Your Budget Even if you’re comfortable and haven’t experienced any major setbacks, it’s smart to know where your money is going…
Considering Your Social Security Options
…with more than $34,000 in combined income or married couples filing jointly with a combined income greater than $44,000 will be required to pay taxes on up to 85% of…
How to shift from saving to spending in retirement
…it comes to health care expenditures. Depending on your situation, it could make sense to invest a portion of your retirement portfolio in long-term care insurance. Plus, there are Social…
Fortune 500 Companies: Who and Where They Are
…Berkshire Hathaway, and pharmaceutical distributor McKesson. Health care companies, auto manufacturers and a communications company round out the top 10. Hot Areas for Headquarters Many Fortune 500 company headquarters are…
Read more6 Steps to a New Financial Approach
…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: Call (855) 904-REAP…
What to Know About New Retirement Rules
…Act and coronavirus relief bill? Some of these changes may affect how you make retirement decisions in the coming weeks and months. These new rules don’t apply to everyone and…
Legacy & Succession Planning
…to you, and ones you may have never considered. We at REAP are proud to have helped many families and individuals throughout this process. Contact us today for a free…
Is your policy’s coverage enough to protect you?
…them as vacation getaways, having multiple properties in your portfolio can pose unique complications when it comes to homeowners insurance. Review your situation with a fine-toothed comb to properly insure…
