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,…
Camarda Wealth Blogs, Vlogs, & 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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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…
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…
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 remarry and jointly title and then they die, your kids…
Annuities Questionable Sale Red Flags Checklist
Improper annuity advisor recommendation screen test If any of the following apply, you may want to deeply consider if an annuity was properly sold to you and you should get an outside second opinion (like by requesting our free Portfolio…
Blogs & Vlogs
The Looming Fiscal Crisis: America’s Soaring Debt and Unsustainable Spending
The Congressional Budget Office (CBO) has issued a sobering forecast for the United States’ fiscal future. With entitlements and debt payments pushing the nation towards a financial precipice, urgent action is required to address the mounting debt and unsustainable spending.…
California’s Progressive Electricity Rates: A Novel Approach to Redistributing Wealth
In 2022, Democrats in Sacramento passed groundbreaking legislation that is reshaping California’s taxation landscape. This legislation introduced a second progressive income tax within the state, but through a unique avenue: restructuring electricity rates. By enlisting the Public Utilities Commission (PUC),…
Super 401K Tax Webinar
We were asked to develop a video class for physicians on the “super 401k” concept, which works just as well for non-health care business owners with the right tax profile. Regular 401(k)s are part of a tax-deductible retirement plan class…
Addressing Downside Market Volatility & Protecting Investments
Are you concerned the next market crash could derail your retirement and plans for your family generational wealth planning? You’re not alone! Join us for this informative video on how the “other half” (actually, much less than half!) invests, with…
Learn to Protect Against Market Crashes, Inflation, & Tax Hikes
They used to say “when it rains, it pours.” Please don’t shoot the messenger! As deeply explored in Dr. Jeff Camarda’s Amazon bestseller The Financial Storm Warning for Investors, headwinds in the 21st Century for retirees and investors may be…
The Importance of Long-Term Care Insurance: Planning for the Future
Long-term care insurance provides crucial financial assistance for individuals facing cognitive issues or needing help with daily activities. This coverage includes services like personal aides, adult day care, and assisted-living facilities, which Medicare typically doesn’t cover for chronically ill individuals.…
The Hidden Impact of Medicaid Estate Recovery: A Burden on Families
In July 2021, a 62-year-old woman received a shocking letter revealing an unexpected Medicaid debt of over $77,000 incurred by her deceased 88-year-old mother. This incident sheds light on the often-overlooked consequences of Medicaid estate recovery, disproportionately affecting families relying…
Brace Yourself: Impending Tax Changes and the Uncertain Future
Tackling the labyrinthine maze of U.S. tax regulations to file your return can already be headache-inducing. However, brace yourself for impending tax-related stress emanating from Washington in the near future. By December 31, 2025, crucial elements of the 2017 federal…
Protecting Your Child’s Identity: Safeguarding Against Credit Fraud and Identity Theft
In today’s digital age, scammers have found new avenues to exploit unsuspecting victims, including children. Identity theft targeting kids is a growing concern, as criminals can steal their personal information and use it for fraudulent activities, often going undetected for…
The Challenges and Risks of E-Filing Tax Returns
Electronic filing of tax returns, while convenient for many taxpayers, poses significant challenges and risks that are often overlooked. Despite its widespread use, e-filing is vulnerable to cyberattacks and can be less forgiving for taxpayers compared to traditional paper filing…
Navigating State Taxes: Owning Multiple Homes Across State Lines
Owning a second home across state lines can raise eyebrows and invite scrutiny from tax authorities. With states becoming increasingly vigilant in pursuing potential tax evaders, it is essential to ensure compliance with state tax laws to avoid legal entanglements…
The Importance of Estate Planning: Protecting Your Assets and Loved Ones
It is important to remember that estate planning and administration is more than the single act of drafting a will. It involves creating a legacy with every investment and asset you have, ensuring your loved ones receive the care they…
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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