Camarda Wealth Blogs, Vlogs, & Webinars

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Explore our blog, vlog, and webinar resources to discover actionable tips and strategies for optimizing your portfolio, reducing taxes, protecting assets, and securing your legacy. Our content covers essential topics like wealth management, estate planning, retirement strategies, and tax-saving techniques to help you make informed financial decisions and achieve your goals. Stay informed with the latest trends and expert advice to confidently navigate your financial future.

And if any webinars are of interest to you, click the images below to register to watch anytime:

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

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…

Blogs & Vlogs

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…

What’s a Portfolio Stress Test? with Dr. Jeff Camarda

Schedule your free, personalized Portfolio Stress TestWhat is included in a Portfolio Stress Test? Join us in today’s video as we go through a Test Example with Dr. Jeff Camarda to help you understand the value of this 15-20 minute…

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…

Common Asset Protection Errors and How to Fix Them

Here are common errors we see nearly every week, and some simple thoughts on how to correct them. Using the spouse as the asset protection “plan.” We see this a lot, particularly with doctors concerned about malpractice exposure. While this…

Asset Protection Fundamentals

Let’s look at some basic concepts. Asset protection is mostly controlled by state law – use one of the few states with strong law! Let’s reiterate that by noting that asset protection (like estate planning and so much other legal…

Using LLCs for Asset Protection

LLCs (Limited Liability Companies) are probably still among the most misunderstood vehicles around. I myself did not get a very good grasp until the early years of the 21st century, when I became interested in learning about asset protection, despite…

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

What’s the best annuity for seniors? Is there even such a thing? 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…

Advanced Asset Protection Methods

Asset protection using layers and shells Remember, the essence of asset protection is diversion. Smoke and mirrors. Keep those pea shells moving. More hoops to jump through discourage potential attackers. For those with a lot of liability (or a lot…

Why You Need Asset Protection

We live in a litigious world. People and small businesses get sued all the time. This is likely to worsen in the decades ahead, as the wealth divide – the gulf between haves and have nots, and the income delta,…

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 is unfortunate, since trusts are…

how to use a trust by fleming island fiduciary advisors

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 durable power of attorney with respect to property…

Webinars

Explore our blog, vlog, and webinar resources to discover actionable tips and strategies for optimizing your portfolio, reducing taxes, protecting assets, and securing your legacy. Our content covers essential topics like wealth management, estate planning, retirement strategies, and tax-saving techniques to help you make informed financial decisions and achieve your goals. Stay informed with the latest trends and expert advice to confidently navigate your financial future.

And if any webinars are of interest to you, click the images below to register to watch anytime:

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Camarda Wealth Blogs, Vlogs, & Webinars