You’ve heard the annuity pitch. It says you canparticipatein 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 ofWealth Channel, AdvisorOne. You may want to sit down with your estate-planning attorney and review it
Hey, they ain’t making anymore of it! Unlike the dollar, the government can’t print real estate; so, I’ve been a long proponent of real estate
The Investment decisions we make aren’talwaysabout investing, after all. Your cousin Willie calls you and tells you he’s going to open a taco stand in
1. LOVE YOURSELF– It is the nucleus for all motivation. You have to feel good about yourself! A good place to begin is your physical
If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.
The Big Picture:
For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.
