Common Pitfalls Every family, every year, should be sure to train itself to be prepared for the worst of circumstances. Yet, most people do not bother to take the essential measures. Many do not have adequate amounts of life insurance. Others neglect their wills. Many...
This portion of your financial plan contains a sample analysis of an estate settlement arrangement. The intention is to illustrate the anticipated settlement expenses and disclose any potential problems in a plan. This section will provide facts upon which to base...
A number of years ago, Vance Packard wrote a best selling book called “The Hidden Persuaders.” The book explored at length the reasons (usually subliminal) people buy certain products including, among other things, life insurance. In the book, Packard quotes from a...
Many investors have over time developed substantial amounts of retirement assets. In developing an investment portfolio, these assets must be an integral part of the overall design. Current assets and retirement assets need to be considered together. Sometimes assets...
Congress has long recognized the need for public support of charitable religious organizations and has provided favorable tax treatment for gifts to organizations that the Internal Revenue Service determines to be qualified charities. Lifetime gifts to qualified...
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