Category: Uncategorized

A recent survey by the Employee Benefit Research Institute reveals that 20% of respondents believe they should save 20% to 29% of their income for

“Will your interest be placed first?” There are lots of good brokers and investment advisors, but it’s up to you to ensure your interest is

You’ve heard the annuity pitch.  It says you can participate in market gains while being protected against loss!    But do you really need to buy an annuity

Last weekend I was going through my email in-box and found a company offering to supply me with a proven system for attracting new clients

That’s what we’ve always been told!  But, how many of us have ever really run the numbers?  A recent case from indicates what most of

The taxpayer relief act – I love that name since tax rates went up – raised the top tax rates that trusts pay on income.  So,

Not so fast.  It’s common for a 60-something business owner to count on finding a buyer, selling for an attractive figure, then live off the

You own an illiquid asset (land, buildings, etc) and you’d like to sell; but, you don’t want to get hammered with capital gains taxes (now

Here’s a quick checklist, courtesy of Kathleen McBride, Editor-in-Chief of Wealth Channel, AdvisorOne. You may want to sit down with your estate-planning attorney and review it

Hey, they ain’t making any more of it!  Unlike the dollar, the government can’t print real estate; so, I’ve been a long proponent of real estate