Estate Planning 101 – Part 4
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States impose their own death taxes. You should be aware of what the death tax laws are in your state and how they may affect your estate.
This Week’s Financial Strategy – Tips for Year-End Financial Housecleaning
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If you don’t normally review your investments at the end of each year, 2010 might be a good time to start. And if year-end investment planning is already part of your routine, you might want to pay special attention this year.
This Week’s Financial Strategy – Do You Qualify for this Little Known Government Benefit?
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Who is eligible for this benefit? A veteran aged 65 or older or permanently and totally disabled from a non-service connected disability that is not the result of his or her willful misconduct is entitled to a pension.
The Importance of Life Insurance
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Don’t leave your heirs with legal and tax problems that could have been avoided.
Q&A with Retirement Specialist John Bearss
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The times we are living in have really escalated the need for financial planning. I believe people are less fearful of the future if they have established a financial plan for themselves and their families because being prepared is the best solution to relieving stress and fear.
The Importance of Tax Management
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This week when I met with a client that is retired, I had to explain the concept of, “If you are not financially strong, then you will not be in a position to help anybody else.” If our own government would understand this concept, maybe we would not have had to experience the financial crisis we are currently in.
How Are Ben Bernanke’s Retirement Assets Invested?
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Hi Jerry, this week I came across a very interesting article from the Associated Press written by Dan Wagner, AP Business Writer dated July 30, 2010. The title of the article is “Bernanke financial disclosure shows no-frills plan”. Here is what he reported.
Should You Convert to a Roth IRA?
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The year 2010 presents a great opportunity for those folks who own a 401(k) plan or a traditional IRA. Most people who own a 401(k) have never asked their plan administrator if their plan allows them to do an in-service rollover for non hardship cases.