Pension Plans Can Save You Thousands of Dollars In a 2015 article in the Wall Street Journal, it was noted that GOP candidate Jeb Bush saved an average of $350,000 per year via the use of a pension plan. This translates to $1,750,000 over the course of five years by diverting money that would otherwise[...]
When It Comes To Taxes SCAM is an acronym that means: Sound, Calculated, Accounting, Method. Here’s why I think it’s important: I met recently with a client who needed $72,000 in annual retirement income. In order to net this amount, he has to withdraw more than $107,000 from his IRA every year! If tax rates[...]
— (FINANCIAL) NON-PARTISAN Famous People Have Been Using These Instruments For Over A Century. Do You Have It In Your Financial Portfolio? America’s elite have been using cash value life insurance to stockpile wealth for centuries. If designed and funded correctly, it is better described as a personal bank on steroids, and a financial bunker[...]
Ready to buy life insurance? Not so fast – first you need to qualify. Typically, you have to undergo a medical exam to help the insurer estimate your life expectancy and determine your rate. The longer you're likely to be around to pay premiums, the less they're likely to charge you for coverage. Insurance companies[...]
Do You Know The Difference? – Why It Matters I believe that the major differences between those who refer to themselves as Tax Preparers, Tax Advisors and those actually accredited as Certified Public Accountant Personal Financial Specialists (CPA/PFS) are best appreciated when you understand that your long-term monetary financial health depends on it. Sure we[...]
