Estate Planning Essentials for Single Individuals

January 27th, 2016

As more and more people choose to either remain unmarried or refuse to get involved again after a bad experience, the common misconception seems to be that estate planning is not relevant to everyone. While estate planning mainly helps to secure the future of the spouse and children upon the death of an individual, it’s […]

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Value Driven Approach to Estate Planning

January 22nd, 2016

People tend to build their businesses and their personal relationships on certain pillars and principles. These are all based on the values they possess, and brought forth by what they do and how they do it. A lot of hard work goes into earning wealth and establishing a business or a stable income stream, all […]

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60 Day Loan From an IRA

How Does a 60-Day Loan from an IRA Work?

January 18th, 2016

Retirement planning is a great way to start saving up for the future. It’s wise to invest in 401(k)s or IRAs to get the ball rolling for a financially secure tomorrow, but sometimes life throws you a curve ball, one you can’t hit out of the park. At any time, a sudden need for funds […]

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Maslow's Hierarchy of Financial Planning

Maslow Meets Wealth Management: The Hierarchy of Needs from a Financial Perspective

January 9th, 2016

Maslow, a famous psychologist, came up with the idea that people are motivated to satisfy certain needs that line up in a hierarchy. They can only move up to the next stage after an underlying need is fulfilled. The hierarchy or needs theory includes five motivational levels, often depicted in a pyramid. Over the years […]

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Tax Control Retirement

The Tax Control Triangle: Your Ultimate Retirement Tax Planning Strategy

January 9th, 2016

Download An Ultimate Tax Planning Strategy For A Rewarding Retirement  

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Estate Planning For Women

What Do Women Need to Know about Estate Planning?

January 6th, 2016

In a primarily male-dominated world, women need to be adept at handling financial obligations. Considering that women typically have a longer life expectancy and lower income bracket than most men, they may have to succumb to a lower stand of living in case their spouse dies prematurely without wills and estate planning tools. If you’re […]

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SBA 504 Loans for Small Business

Small Businesses, SBA 504 Loans and the Commercial Real Estate Opportunities

January 2nd, 2016

What are 504 loans and what are they for? 504 loans are loan programs designed by the U.S. Small Business Administration (SBA). These types of loans are meant to assist small businesses with long-term financing for the renovation of existing properties, the purchase of new commercial real estate or the acquisition of heavy equipment and […]

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Posted in: Financial Planning,

A Basic Guide to Estate Planning for Young Families

December 30th, 2015

Every individual owns an estate, no matter how large or obscure it might be. What most young people fail to understand is that preparing an estate plan early on helps to lay a secure foundation for their family’s future. Why? Because you’re providing for them and ensuring your legacy will live on when you’re no […]

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Estate Planning with Stretch IRA

Make the Best Estate Planning Decision with the Stretch IRA

December 26th, 2015

What if I told you that there is a strategy that allows you to extend the tax-deferred status of your IRA assets? A stretch strategy presents a unique opportunity for heirs of inherited IRAs to withdraw the assets at their disposal over several years across their lifetime. When done correctly, a Stretch IRA presents the […]

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Estate Planning: Preserving, Restoring and Investing in Collectibles

December 22nd, 2015

If you are a classic or antique car collector, you will concur that your investment comes at a great cost. Nevertheless, the sentimental value you hold for your car and the joy it brings you justify the cost and intense demands that go into caring for your precious vehicle. Likewise investing in arts, fine wines, […]

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Quick and Easy Estate Planning Tips for Millennials

December 15th, 2015

A majority of millennials in their 20s and 30s today, also known as generation X or Y, miss out on the opportunity to invest in an estate plan for their future. This generally happens because they choose to believe: We are millennials, we are invincible When you’re young, you prefer to live in the present […]

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Estate Planning for Different Stages of Life

December 8th, 2015

When most people hear about estate planning, they hold the misconception that it is aimed only at old, wealthy people. While this is a common belief, it is important to know that at whatever stage of your life you need an estate plan that will ensure whatever you own today is fairly distributed among those […]

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