Posts by Lauren
Planning for a 30-Year Retirement
There are many challenges facing boomer retirees, including longevity, inflation and market risk, taxes and unforeseen expenses, just to name a few. Everyone is susceptible to these risks, but there…
Read MoreTurning a $14,000 Tax-Free Gift Into a $1,500,000 Gift
A headline sounding more like the used car salesman’s pitch we’ve all been cautious about. However, this is no joke or trick. By becoming informed and knowing current tax laws,…
Read More529 Savings Plan
As your children and grandchildren are going back to school, it may be time to think about their educational future, and how you may be able to help them. Loans,…
Read MoreTrust Owned Life Insurance- How to Effectively Use Insurance For Estate Planning
Many high net-worth individuals often wonder what the best way is to create a seamless estate plan, and though there are many options, trust-owned life insurance (TOLI) has been proven…
Read MoreHow to Prepare for Tax Reform in an Ever Changing Political Environment
Tax Reform can be uneasy, especially in this era. Many people are expecting President Trump to restructure taxes, and possibly change gift and estate tax rules. However, nothing is set…
Read MoreAvoid Gifting Large Premiums To Your Life Insurance Trust
Situation: Imagine having a thriving family business that you would like to leave to your heirs. Or, maybe you want to leave your children a substantial piece of land. In…
Read MoreIncome Tax Free Social Security Benefits; Too Good to be True?
It is no secret that The Social Security Fund is in severe financial trouble. In years past, Social Security funds have been held by the government due to the ever-increasing…
Read MoreBusiness Succession Planning
Will your business survive after you leave? Business owners often face many challenges as they look to sustain their businesses through various challenges. The loss of a key person,…
Read MoreWhat a Trump Presidency Means for Your Retirement
Donald Trump made many promises along the campaign trail. Now, as the soon-to-be President Trump, he will have to determine how to keep good on his promises to cut taxes,…
Read MoreYear End Financial Checklist
We see it all the time. People tend to wait until the last minute to address certain things in life, whether it be the smallest task of Christmas shopping or…
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