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Market Insight: Updated Weekly

Our team shares market insights and tips on all important financial topics weekly. Here’s our most recent video relating to the markets: Watch here, read below, and don’t forget to subscribe! The Markets – October 21st, 2024 IN THE…

3Q 2024 Recap & 4Q 2024 Outlook

Key Updates on the Economy & Markets The major development in 3Q24 was the Federal Reserve’s decision to cut interest rates by -0.50%, the first rate cut of this cycle. It came as the Fed shifted its focus, with unemployment…

Income For Life –Best Annuities for Seniors Retirement – Part IV

Annuities are one of the most confounding and controversial products in the “investments” world. I put investments in quotation marks, since annuities are actually life insurance products, and not strictly investments. You may find these definitions helpful. What is a…

Income For Life –Best Annuities for Seniors Retirement – Part III

Annuities are one of the most confounding and controversial products in the “investments” world. I put investments in quotation marks, since annuities are actually life insurance products, and not strictly investments. You may find these definitions helpful. What are Annuities?…

Income For Life –Best Annuities for Seniors Retirement – Part II

Annuities are one of the most confounding and controversial products in the “investments” world. I put investments in quotation marks, since annuities are actually life insurance products, and not strictly investments. You may find these definitions helpful. Annuity contracts are…

Estate and Trust Planning for Protection and Control – Part VII

Why using joint titling as an estate plan is dangerous Beware using joint titling as an estate “plan.” Joint accounts are quick and easy, but offer little planning finesse (if you die all goes to your spouse, but if they…

Estate and Trust Planning for Protection and Control – Part VI

What’s a living trust? What’s a will substitute? A living trust is merely one set up while you are still alive. In its simplest form, it acts as a will substitute to avoid probate, and removes the need for a…

Estate and Trust Planning for Protection and Control – Part V

What is a trust, exactly? Let’s explore trust basics as background for your estate planning. The very word trust, as it rolls off the tongue, conjures images of sterling silver, old wealth, and lives of (perhaps) undeserved ease. This aura…

Estate and Trust Planning for Protection and Control – Part IV

What are probate assets? So-called probate assets are those which you own at death, and which do not pass outside of probate because of the way they are titled. Non-probate assets pass by beneficiary or because of how they are…

Estate and Trust Planning for Protection and Control – Part III

How to plan your estate – begin with the end in mind As you begin to form or review your estate plan, think hard about what you want at this point in your life. Often a skillful planner can help…

Estate and Trust Planning for Protection and Control – Part II

I should emphasize that estate planning and asset protection planning (as well as income tax control, business planning, and all the other trappings of wealth management, while we are at it) are best addressed together. While we touch on smart…

Estate and Trust Planning for Protection and Control – Part I

Ah, now we waltz into the gentle exercise of planning for your death, or perhaps worse, a dive into the cognitive abyss. Estate and asset protection planning fundamentals This series of article posts – and those on asset protection planning…

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Market Insight: Updated Weekly

3Q 2024 Recap & 4Q 2024 Outlook

Income For Life –Best Annuities for Seniors Retirement – Part IV

Income For Life –Best Annuities for Seniors Retirement – Part III

Income For Life –Best Annuities for Seniors Retirement – Part II

Estate and Trust Planning for Protection and Control – Part VII

Estate and Trust Planning for Protection and Control – Part VI

Estate and Trust Planning for Protection and Control – Part V

Estate and Trust Planning for Protection and Control – Part IV

Estate and Trust Planning for Protection and Control – Part III

Estate and Trust Planning for Protection and Control – Part II

Estate and Trust Planning for Protection and Control – Part I

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