Have You Planned for Your Retirement? Part 1
Many people think that in life we need to accumulate a certain amount of money to be able to retire. Today we have so many factors that are making people aware of the need for retirement planning.
What is Your Bathtub Test Score?
The bathtub test: It is time to get serious about what’s going on with long-term care.
IRS Just Released Inflation Adjustments
Today I want to introduce to you the inflation adjustments just released by the IRS.
Have You Had a Financial Check Up Lately?
How often should people be reviewing their estate plans and estate plan documents?
Premium Financing? What is That?
I want to introduce a concept that has become popular over the last few years since interest rates have gone down. It is a concept called Premium Financing, with which wealthy people can acquire needed life insurance liquidity for trusts set up for their families.