Quarterly Newsletters

Quarterly Newsletter – Fourth Quarter 2017

Posted by on Nov 14, 2017 in Quarterly Newsletter | Comments Off on Quarterly Newsletter – Fourth Quarter 2017

Even the best-laid plans can go astray if you get divorced from a long-time spouse. Especially if you go your separate ways after raising children and acquiring property together, your estate plan may need to be revided, and pronto. Frequently, the main objective in a divorce is to keep assets away from the ex-spouse while preserving wealth for the children. Fourth Quarter 2017 Newsletter

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Quarterly Newsletter – Third Quarter 2017

Posted by on Nov 1, 2017 in Quarterly Newsletter | Comments Off on Quarterly Newsletter – Third Quarter 2017

Every estate plan is unique because of a particular family’s circumstances. Still, most people share many primary objectives that may be reflected in five documents often found at the core of a plan. Third Quarter 2017 Newsletter

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Quarterly Newsletter – Second Quarter 2017

Posted by on Nov 1, 2017 in Quarterly Newsletter | Comments Off on Quarterly Newsletter – Second Quarter 2017

What’s the payoff for working most of your life and paying Social Security tax into the system? When your time to retire finally comes, you’ll be eligible to receive Social Security benefits based on your work history and when you choose to begin receiving benefits. If you’re married, you may have additional options for Social Security, even if one spouse has worked little or not at all. Second Quarter 2017...

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Quarterly Newsletter – First Quarter 2017

Posted by on Nov 1, 2017 in Quarterly Newsletter | Comments Off on Quarterly Newsletter – First Quarter 2017

Would you like your assets to last forever? Of course, there are not guarantees, but a “dynasty trust” could help you preserve wealth for your heirs indefinitely. As the name implies, this type of trust is designed to span several generations, barring drastic changes in applicable laws or your family’s financial circumstances. First Quarter 2017 Newsletter

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Quarterly Newsletter – Fourth Quarter 2016

Posted by on Nov 1, 2017 in Quarterly Newsletter | Comments Off on Quarterly Newsletter – Fourth Quarter 2016

Who needs a trust? Maybe a better question is: Who doesn’t? Trusts can be an essential part of an estate plan for anyone who owns significant assets. Reasons for establishing and funding a trust may range from gaining protection from creditors to saving on taxes. A trust can also create a legacy. Fourth Quarter 2016 Newsletter

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Quarterly Newsletter – Third Quarter 2016

Posted by on Nov 1, 2017 in Quarterly Newsletter | Comments Off on Quarterly Newsletter – Third Quarter 2016

Do you remember playing “20 Questions”? Here are the answers to 20 questions about required minimum distributions (RMDs). Most of this information comes from the frequently asked questions section of the IRS website. Third Quarter 2016 Newsletter

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Quarterly Newsletter – Second Quarter 2016

Posted by on Nov 1, 2017 in Quarterly Newsletter | Comments Off on Quarterly Newsletter – Second Quarter 2016

Scams of all varieites continue to bilk unsuspecting victums out of billions of dollars each year. In particular, older Americans are being targeted, especially those who have been recently widowed. With that in mind, here are 10 scams to watch out for: Second Quarter 2016 Newsletter

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Quarterly Newsletter – First Quarter 2016

Posted by on Jan 27, 2016 in Quarterly Newsletter | Comments Off on Quarterly Newsletter – First Quarter 2016

New federal legislation signed on November 2, 2015 – the Bipartisan Budget Act – effectively ends two popular Social Security planning techniques: the “file-and-suspend” strategy and the “restricted application” strategy. However, some retirees still may benefit from one or both of these for a limited time. First Quarter 2016 Newsletter

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Quarterly Newsletter – 4th Quarter 2015

Posted by on Oct 28, 2015 in Quarterly Newsletter | Comments Off on Quarterly Newsletter – 4th Quarter 2015

Keep plugging away with your retirement plans. The stock market plunge on August 24, 2015 – the 8th worst day in U.S. stock market trading history – gave investors plenty of cause for concern. But there’s no reason to abandon your long-term investment plans after a temporary setback. 4th Quarter 2015 Newsletter

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Quarterly Newsletter – Third Quarter 2015

Posted by on Oct 20, 2015 in Quarterly Newsletter, Uncategorized | Comments Off on Quarterly Newsletter – Third Quarter 2015

Saving money to pay for college is a daunting proposition even if you’re reasonably well off financially. With tuition increases continuing to outpace the overall inflation rate year after year, parents may be hard pressed to come up with all of the funds needed to finance a child’s higher education. 3rd Quarter 2015 Newsletter

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