Category Archive for: ‘Financial Planning’

Year-end Tax Tips in an Uncertain Economy

Year-end Tax Tips in an Uncertain Economy

The decline in economic activity has many of our clients seeking advice on how to recover from their investment losses. There are some strategies that may help to reduce your tax liability and give you peace of mind. Unemployment: If you are unemployed, here are some suggestions to generate more cash: you can try liquidating some assets; borrow from a …

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Who Gets Mom's Wedding Ring?

Who Gets Mom’s Wedding Ring?

Recently I attended a function, where I ran into an old friend who explained her story to me. Long story short … she told me she and her husband filed for bankruptcy because of her husband’s medical condition, and they were now living with her mother. I asked her if they had a will, and she shyly said, “Oh, no …

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Wealth Replacement with Irrevocable Life Insurance Trusts

Wealth Replacement with Irrevocable Life Insurance Trusts

Do you have an estate plan? If so, will it provide benefits you can enjoy in retirement as well as minimize your estate tax exposure? The following text outlines an innovative estate planning technique that provides value-added benefits to you and your spouse while you’re alive and helps take care of your family – and even a favorite charity – …

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Financial, Retirement and Tax Planning

Financial, Retirement and Tax Planning

As we plan for the year ahead, many of us also have finances on our minds. In this unstable economy, many of us may be struggling to make ends meet and could be worried about keeping our jobs. Uncertainty can certainly breed stress as we look for ways to protect our investments and save money in the future. This month, …

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