Financial advice to help you build and protect wealth in a volatile market.
In today's presentation, we will discuss the CRITICAL ELEMENTS OF AN ESTATE plan STRATEGY.
Taking steps to help protect your estate is a key financial choice. with appropriate strategies, you may be able to maximize your opportunities
and help manage stress and confusion for your loved ones.
THIS presentation will outline critical elements worth considering when creating your own estate strategies.
Taking time to create estate strategies not only helps you put your financial house in order, but may also save you money.
By documenting your wishes and goals, you create a legal framework that the courts, your executor, and your loved ones can follow when settling your estate.
Without these strategies in place, your family risks going through a lengthy and expensive process — which could alter any wishes you had for your legacy.
To learn more, visit: https://www.annuityquoteadvisor.com/
While you can’t avoid paying taxes on an inherited annuity, here are a few things you can do to minimize them.
To learn more and to get a Free annuity quote, log onto: …
A deferred annuity allows you to save for retirement on a tax-advantaged basis. Taking an annuitization payout from the annuity converts those savings into a monthly retirement income. …
As the Paycheck Protection Program (PPP) winds down, the federal government is preparing to launch two new industry-specific small-business relief programs.
Here’s what you need to know …
If you are no longer working for an employer, you have the option to roll over, or move, your 401(k), into another retirement planning vehicle.
Some …
When financial markets turn volatile some investors show their frustration by fleeing the markets in search of alternatives that are designed to …
Thrift Savings Plan participants frequently ask questions concerning the relationship of their TSP accounts and Individual Retirement Accounts. There is unfortunately some misinformation …
You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.