Estate Planning Mistake
A radio listener of mine recently called to share an estate planning snafu that she experienced with her late father’s estate. Prior to her father’s death she had “put her…
Planning in Retirement
Many people spend decades planning for the day when they can stop working. Those who are conscientious generally try to save and invest enough in a tax-efficient way in order…
Modified endowment contract update
Over the past few years, many of you have taken advantage of liquid modified endowment contracts as a way to safely grow your money without stock market or interest rate…
Are Qualified Retirement Plans a Bad Deal for Business Owners?
I recently met with two owners of a manufacturing business, who were each contributing approximately $30,000 into their company’s 401(k) plan. They indicated one of the main reasons for setting…
Protecting your Most Valuable Asset
For those who are working full time trying to accumulate wealth, their ability to work and make money is often their most valuable asset. For instance, someone who is 35…
The Stock Market is Eyeing the Upcoming Presidential Election
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