Why Everyone Needs an Estate Plan
…life insurance offers monies to your beneficiaries tax-free while also providing income replacement for family members who rely on you financially. 2 – Examine Your Expenses Examining your income and…
…life insurance offers monies to your beneficiaries tax-free while also providing income replacement for family members who rely on you financially. 2 – Examine Your Expenses Examining your income and…
…cholesterol problems may begin to show up on blood tests, and other health problems may surface. As an example, a single, child-free 25-year-old in good health purchasing a 30-year term…
…DNA Pro Ventures serves to stress the importance of following plan language and obtaining qualified appraisals in connection with ESOPs. Finally, Kardash v. Commissioner, involves a highly unusual Rule 161…
Top Four Estate Disputes of 2016 From: wealthmanagement.com 2016 was a typical year in that, unsurprisingly, families continued to fight over estates. Note that this is just a sample of…
…An investment committee meets twice a month to provide oversight for the strategies and approve implementation changes. The committee includes the firm’s senior executives and portfolio managers. DFA also has…
For The First Time, Hyperbaric Oxygen Therapy Proven to Reverse Biological Aging in Humans From: aviv-clinics.com A landmark study in Israel has found that hyperbaric oxygen therapy (HBOT) reverses two…
…rise or a surge in demand causes greater competition among insurance companies. Yet until the IRR grows to more than 6%, Kitces says he would be hard-pressed to recommend them….
3 Reasons to Wait Until 70 to Start Taking Your Social Security Benefits From: www.kiplinger.com In a rush to file for Social Security benefits at age 62? Many people are,…
A Different Kind of Diversification Pays Off for Retirees From: www.kiplinger.com Retirement savers can get more income with less volatility using income allocation instead of asset allocation. Before you take…
Why Portfolio Diversification Still Works From: www.morningstar.com Correlations often tend to increase during periods of market stress, making portfolio diversification tough to find when investors need it most. This pattern…
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