by admin on March 18, 2011 - 0 Comments
Categories: Annuities And IRA
It is important to make good choices when it comes to saving for your retirement. Having a Financial Planner or Accountant review your current portfolio and your goals for the future is the first thing you should do; as they can help you determine investment vehicles that align with your risk tolerance and savings objectives. [...]
Read more...by admin on February 27, 2011 - 0 Comments
Categories: Annuities And IRA
While the following strategies can stand alone, multiple strategies can combine to obtain superior results. Adding the tax savings available to a business can go a long way towards maximizing what you keep. To quote Supreme Cout Chief Justice Learned Hand speaking of taxes, “we must all pay our fair share, and not a penny [...]
Read more...by admin on February 6, 2011 - 0 Comments
Categories: Annuities And IRA
For the last 20 years, I have helped clients plan for their “golden years”, including how they will address the issues of aging and remaining independent. And now I am personally experiencing it myself; I am the Designated Daughter with my own parents. Because my parents and I had “the important conversations” and did the [...]
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