End of Year Financial Planning tips
2011 will soon be in the rear view mirror. While many have focused on world events that cause uncertainty in economic markets there are things that you can do to help your personal financial situation. In fact, there are several items financial advisors recommend their clients attend to before the end of the year. As …
Is a Million Dollars Enough?
If your clients left $1 million to their family in the form of a life insurance policy’s death benefit, would it be enough? You may be surprised at the answer. A Quick Case Study Tom and Susan are a married couple with: A $200,000 mortgage Annual incomes of $60,000 each Two …
Impact of a Divorce on Your Finances
Divorce can extract a heavy price — both emotionally and financially. Protecting your financial health during a divorce is crucial. If you and your spouse are headed toward a split, be sure to learn about the laws that shape divorce proceedings and the impact they can have on your assets. Dividing the Assets Typically, everything you and …
College Prep: 5 reasons to study up on 529 plans
Millions of families striving to meet the mounting costs of college have flocked to 529 college savings plans. For most investors, the plans’ main attractions are the potential for federal tax-deferred earnings growth and federal tax-free qualified withdrawals.1 The plans’ aggregate asset limits, which often exceed $200,000, also appeal to contributors concerned about the potential …
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