Taxes Archives -

An effective tax strategy to minimize the taxes you pay is a critical component to anyone’s overall financial plan.

Will President Biden’s Capital Gains Tax Increase Mean You Should Head For The Exit?
Retirement Planning, Taxes

Will President Biden’s Capital Gains Tax Increase Mean You Should Head For The Exit?

"As a new administration shifts into high gear, many people think about how Biden's tax reform proposals will affect them. People nearing retirement age and attempting to play "catch-up" with their savings are especially concerned about imminent tax increases' impact on their retirement planning."- Jerry Yu. For as long as taxes have been around, they [...]

By Jerry Yu|2021-04-15T16:36:55+00:00April 13th, 2021|Retirement Planning, Taxes|

Will The Future Be Surviving A Financial Armageddon?
Annuities, Estate Planning, Financial Planning, Insurance, Investing, Retirement Planning, Taxes

Will The Future Be Surviving A Financial Armageddon?

"Will the future be surviving a financial Armageddon? Big Stock Market increases of wild Market swings that keep you up at night?" - Ray Cessna There are times in your life that you will never forget!! Dates that you know exactly where you were and what you were doing. Would your grandfather say he was [...]

By Ray Cessna|2021-03-02T19:52:06+00:00March 2nd, 2021|Annuities, Estate Planning, Financial Planning, Insurance, Investing, Retirement Planning, Taxes|

The U.S. Debt Gone Mad!
Annuities, Financial Planning, Insurance, Retirement Planning, Social Security, Taxes

The U.S. Debt Gone Mad!

If you know the truth about America's finances, it should make you mad! Consider that One-fifth of all United States dollars ever printed has entered existence within the past year. A WHOPPING 20% of our new money supply printed within the past year! This craziness has led the Federal Reserve to expand the US balance [...]

By Jeff Wisuri|2021-02-24T22:17:07+00:00February 24th, 2021|Annuities, Financial Planning, Insurance, Retirement Planning, Social Security, Taxes|

Mistakes Government Employees Must Avoid If They Plan On Retiring In 2021-2022
Annuities, Estate Planning, Financial Planning, Insurance, Investing, Retirement Planning, Social Security, Taxes

Mistakes Government Employees Must Avoid If They Plan On Retiring In 2021-2022

“If you are a federal or state employee planning to retire in the next year, you should waste zero time planning your exit.”- George Politarhos If you are like most federal employees under the Federal Employees Retirement System (FERS), you have numerous things to consider. Many Federal, State and local employee programs complicate retirement planning [...]

By George Politarhos|2021-02-24T22:13:41+00:00February 23rd, 2021|Annuities, Estate Planning, Financial Planning, Insurance, Investing, Retirement Planning, Social Security, Taxes|

Some Key Points Of President Biden’s Tax Plan
401(k) Rollovers, Annuities, Bonds, Estate Planning, Financial Planning, Investing, Real Estate, Retirement Planning, Small Business, Taxes

Some Key Points Of President Biden’s Tax Plan

"By focusing on low and middle-income earners, Joe Biden hopes to stimulate a pandemic-ravaged economy. The impact could be significant for higher net worth individuals and corporations."- Jerry Yu. Now that both the House and Senate are in the hands of Democrats, it is likely that President will be able to get more of his [...]

By Jerry Yu|2021-02-24T18:49:21+00:00February 22nd, 2021|401(k) Rollovers, Annuities, Bonds, Estate Planning, Financial Planning, Investing, Real Estate, Retirement Planning, Small Business, Taxes|

Should You Use Alternative Investments To Increase Your Portfolio’s Diversity And Resilience?
401(k) Rollovers, Annuities, Estate Planning, Investing, Real Estate, Retirement Planning, Social Security, Taxes

Should You Use Alternative Investments To Increase Your Portfolio’s Diversity And Resilience?

2020 was a year notable for a series of disruptive economic events, dramatic shifts in the way Americans work, and renewed interest in alternative markets, especially those embracing change to maintain relevance. The year began smoothly enough as many asset classes and indices experienced growth from the beginning of the year until around the middle [...]

By Eric Coons|2021-02-23T18:25:55+00:00February 22nd, 2021|401(k) Rollovers, Annuities, Estate Planning, Investing, Real Estate, Retirement Planning, Social Security, Taxes|

Are “Hybrid” Policies The Cure For Rising Long-Term Care Costs?
Annuities, Estate Planning, Financial Planning, Insurance, Real Estate, Retirement Planning, Taxes

Are “Hybrid” Policies The Cure For Rising Long-Term Care Costs?

"Even before the pandemic, the senior health care marketplace was experiencing rate increases, capacity shortages, and changes in coverage. The pandemic further deepened these trends." As you plan your eventual exit from the workforce, it is likely your retirement and income planner has talked to you about the need for long-term care insurance. Long-term care insurance allows [...]

By Staff Author|2021-04-07T17:57:21+00:00February 17th, 2021|Annuities, Estate Planning, Financial Planning, Insurance, Real Estate, Retirement Planning, Taxes|

How Rising Unemployment Will Affect Retirees
Annuities, Estate Planning, Insurance, Investing, Retirement Planning, Social Security, Taxes

How Rising Unemployment Will Affect Retirees

"Rising unemployment has serious implications, even for those already retired." Robert Cannon. As the country emerges from COVID-19-related lockdowns, we are beginning to see more of the economic aftermath, particularly in the form of unemployment. When you are already retired or are close to retirement, it's tempting to feel somewhat insulated from the effects of [...]

By Robert Cannon|2021-01-27T23:10:57+00:00January 27th, 2021|Annuities, Estate Planning, Insurance, Investing, Retirement Planning, Social Security, Taxes|

What Are Exchange-Traded Funds, And Should You Consider Them For Your Portfolio
Annuities, Bonds, Estate Planning, Financial Planning, Insurance, Investing, Real Estate, Retirement Planning, Taxes

What Are Exchange-Traded Funds, And Should You Consider Them For Your Portfolio

"It's been over thirty years since Toronto Stock Market launched the first exchange-traded fund (ETF). Since that time, ETFs have gained popularity and are poised to take over the current mutual fund market." John Ripley What are ETFs, anyway? Created to give individual investors more liquid and tax-efficient products than traditional mutual funds, ETFs were [...]

By John Ripley|2021-01-26T19:43:13+00:00January 26th, 2021|Annuities, Bonds, Estate Planning, Financial Planning, Insurance, Investing, Real Estate, Retirement Planning, Taxes|

Most Seniors Will Need Additional Income Streams In Retirement
Annuities, Estate Planning, Financial Planning, Insurance, Investing, Real Estate, Retirement Planning, Social Security, Taxes

Most Seniors Will Need Additional Income Streams In Retirement

One of the most common concerns expressed by retirees in financial planning sessions is the fear of running out of money in retirement. As you near the time when you are no longer in the workforce, you might worry about whether your savings will be enough to sustain you once you stop working. The possibility [...]

By Jerry Yu|2021-01-13T16:01:34+00:00January 11th, 2021|Annuities, Estate Planning, Financial Planning, Insurance, Investing, Real Estate, Retirement Planning, Social Security, Taxes|

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