What to Know About Custodial Accounts
…prepaid tuition plan or an education savings plan, are another common way to help save for your children’s education expenses. Both this option and custodial accounts have advantages. What are…
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REAP Risk Analysis
…future retirement Growth and income Finance and education Wealth accumulation Other Please describe* What is your current household income? Please selectUnder $25,000$25,000 – $49,999$50,000 – $99,999$100,000 – $249,999$250,000 – $500,000Over…
The Meaning of Stewardship
…A new set of lenses may be in order…. 1. Why do I give? There comes an innate satisfaction and comfort knowing that if I have the resources to help…
The feds may take 40% of Gandolfini’s fortune, due to ‘disaster’ will
…“It’s a catastrophe,” Zabel said, suggesting a bill would be due in nine months, forcing the family to start liquidating assets immediately. [Source] (Quoted from http://now.msn.com/gandolfini-will-disaster-creates-dollar30-million-bill-to-the-irs on 7/14/13 @ 4:30pm)…
Promotion
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The Policy Lapse Lawsuit
The Policy Lapse Lawsuit From: inforcepro.com As many of you have heard, there has been another tragic case of a life insurance policy lapsing and not catching it until the…
HNWs Worry About Unintended Consequences of a Big Inheritance
HNWs Worry About Unintended Consequences of a Big Inheritance Merrill Lynch report finds parents worried about the effects of too large an inheritance From: thinkadvisor.com he vast majority of wealthy…
‘Passive’ Doesn’t Always Mean ‘Index’
…Such passive, nontraditional index funds come in a few different flavors based primarily on the systems they use to invest. Below are some examples. DFA funds: Among the best-known practitioners…
Five Reasons to Consider High-Yield Bonds
Five Reasons to Consider High-Yield Bonds From: lordabbett.com High-yield corporate bonds still present a compelling opportunity, despite tighter credit spreads. High-yield bonds have performed very well over the past year,…
Americans Don’t Have Enough Money to Retire
Americans Don’t Have Enough Money to Retire From: finance.yahoo.com As the Dow Jones Industrial Average was falling significantly Thursday, Fidelity Investments reported that 55% of Americans don’t have enough money…
