Second Marriages and Money

September 14, 2016 by , Filed Under: Uncategorized

According to a recent study, over 40% of all marriages are remarriages. Communication during the marriage, and the protection and preservation of assets becomes vital. One of the most devastating financial surprises which can occur within one’s lifetime is debt acquired with remarriage. According to a recent study, over…

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Planning for Company Stock Options

September 14, 2016 by , Filed Under: Uncategorized

In addition to providing defined contribution plans and defined benefit plans, many employers also provide stock option plans for employees. BUT, there are some tax issues to be aware of… In addition to providing defined contribution plans and defined benefit plans, many employers also provide stock option plans for…

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Life Insurance During Retirement

September 14, 2016 by , Filed Under: Uncategorized

Life insurance needs vary at different stages of our lives. What is the best option as you reach retirement age? Life insurance needs vary at different stages of our lives. When we are just beginning our careers, it makes sense to purchase life insurance to cover financial shortfalls should…

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Building your Investment Advisory Team

September 14, 2016 by , Filed Under: Uncategorized

Wondering why you need an investment advisory team rather than simply an investment advisor? Wondering why you need an investment advisory team rather than simply an investment advisor? Developing an investment advisory team is one of the tricks the wealthy utilizes to become and to stay wealthy. Your team…

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Investment During Illness and Disability

September 14, 2016 by , Filed Under: Uncategorized

Have you planned for the ‘what ifs’ in your financial life? Have you planned for the ‘what ifs’ in your financial life? If you were too ill to manage your investments, who would manage them for you? You must create a financial plan to manage your assets in the…

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The Four Risks that Can Destroy your Retirement Finances

September 14, 2016 by , Filed Under: Uncategorized

Retirement Planning & Financial Retiremnet Planning Tips If your retirement finances get off track, it is likely due to one of these four reasons: retirement day decisions, over-withdrawal of principal, loss of principal from investment or unforeseen risks and taxes. Any of these four causes can create financial losses…

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Retirement Planning Decisions

September 14, 2016 by , Filed Under: Uncategorized

Retirement day has arrived- now what? On your retirement day, your employer will likely ask you to provide written instructions for how to manage your employer sponsored benefits. The critical point is that many of these decisions are irrevocable. This means that many of these decisions you will have…

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Tips for Avoiding Investment Scams

September 14, 2016 by , Filed Under: Uncategorized

Anyone can become a victim of fraud. And, as financial fraud can be devastating to someone’s financial future, proactive steps should be taken by each and every investor to prevent its occurrence. Review the top investment scams outlined below to increase your level of knowledge, enabling your ability to…

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