Need a reason to add an annuity to your retirement portfolio? Here are 10. Annuities aren’t for everyone; you have seen me write about that often. But when you are putting together your “bedrock” foundation for your retirement plan, they can be essential to that planning. Think of layering; this is about safety and security […]
Several years ago, I traveled to Las Vegas to attend a training seminar for my business. While walking through the casino to get to the conference room, I watched people at various gambling games. I had to wonder how much money was being lost while trying to win big, and then it hit me. This is precisely […]
Physicians are taking the brunt of lowered medical costs reimbursements. Increasingly, medical providers are deciding not to handle Medicare patients any longer; instead, they are offering services to those over age 65 with their actual cost of services being billed. The Medicare enrollee has no viable option of asking Medicare for reimbursement and is faced […]
Many people don’t know all their options when it comes to tax planning. And therefore, I tell my clients that I must work with their CPAs to ensure that I can give them the highest income possible while paying the least amount of taxes. I see different areas of tax planning that my clients need […]
With current bankruptcy laws making it more difficult to qualify for debt relief on still available avenue could be the use of an annuity. In some states the income from an annuity payment is protected from creditors. Each state is different and many states have had these laws come under fire because of lawsuits. It is important to always ask for legal and tax advice when considering using an annuity as a protected asset.
Reducing estate tax liability is getting more complicated. A very significant thing has recently happened regarding estate taxes. The significance of this change is far-reaching; the agent that grasps this will be far ahead of the competition. Not only will this rule change make a huge difference in how estates are handled regarding estate tax […]
Today, August 29th, 2017, day 4 of Hurricane Harvey, I am sitting at my computer In Houston, Texas, safe and secure for the time being. At this point, I do not know what awaits my fellow Texans who have been directly affected by the destructive winds and flooding Hurricane Harvey has produced. Nobody does. Like […]
The Best Practices Used to Create Sustainable Streams of Retirement Income Do you want the best retirement income solutions possible? Do you want to find the correct answers for creating a secure retirement, never fearing market volatility again with that part of your portfolio necessary for sustaining your essential needs? You see, market stability is […]
I hear this question with every prospective client I meet. Why? Because they expect to pay an advisor a fee to speak with them, they are used to having fees and expenses subtracted from their investment to pay for someone to manage their money. I explain to them that I never charge for my […]
Americans have a short memory, especially when the market is on fire like it has been for the last eight years. Records are being broken with the Dow hitting all-time highs, and this run is the second longest run in U.S. history. But we all know it can’t last, and unfortunately, no one knows […]
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