Monthly Archives: November 2015

Home » Archives for November 2015
30 11, 2015

Living Will: Why You Need to Make One Now

By |2019-03-12T14:05:01-07:00November 30th, 2015|Legal Documents|0 Comments

Living Will:Why You Need to Make One Now Macro of a living will document When you think about creating a will a few thing probably come to mind. You probably think about determining who will receive all of your belongings, property, and money when you pass away. You might also think about [...]

25 11, 2015

Paying for Nursing Home Care

By |2019-03-12T14:05:01-07:00November 25th, 2015|Financial|0 Comments

Young doctor supporting the disabled elderly - conceptual image. Unfortunately, nursing home care is a reality that many of us have to face; either dealing with it for a loved one, or for ourselves. It can get very expensive, very quickly. Generally speaking, there are three ways to pay for this care: [...]

24 11, 2015

Newly Enacted Social Security Rules of 2015

By |2019-03-12T14:05:02-07:00November 24th, 2015|Advisory|0 Comments

On November 2, 2015 President Obama signed the Bipartisan Budget Act of 2015. This act brought into effect changes that eliminated the ability to use popular strategies that allowed retirees to boost their social security income. This article will provide you with an overview of how the new rules might affect you. As well [...]

19 11, 2015

What Is Your Income Tax Filing Status?

By |2019-03-12T14:05:02-07:00November 19th, 2015|Tax|0 Comments

The filing status you choose can have a large impact on your tax liability, either for good or bad. So it is important that you understand each of the filing statuses, as well as the advantages and disadvantages that they may present to your income tax situation. Income Tax Filing Statuses Which income filing [...]

19 11, 2015

Tax Shelter Investments

By |2019-03-12T14:05:03-07:00November 19th, 2015|Advisory, Financial|0 Comments

A tax Shelter is one investment strategy that investors should consider. By pursuing tax-deferred investments, you can allow the investment to accumulate unimpeded by taxation until it is time to withdraw it. Two advantages exist for this kind of strategy. The capital gains, interest, and dividends the investment accumulates occur when the investor is [...]

12 11, 2015

The Smarter Move: Investment Management with Registered Investment Advisors

By |2019-08-22T04:55:26-07:00November 12th, 2015|Advisory|1 Comment

Investment Management with Registered Investment Advisors At first blush, everyone seeking investment advice wants the same thing.  They want an investment that offers high returns with low risk and protection for the principal. When smart potential investors start to look deeply into the idea of investing their funds, they begin to realize that investment management [...]

12 11, 2015

Choosing Financial and Investment Goals

By |2019-03-12T14:05:04-07:00November 12th, 2015|Advisory|1 Comment

Whether it is your desire to retire early, save for your children to attend college, or save up for purchasing a new home, the key to your success is having financial and investment goals in place. These goals will help you to stay on track and guide the decision that you make. What factors [...]

6 11, 2015

5 Important Differences Between a Will and Living Trust

By |2019-03-12T14:05:04-07:00November 6th, 2015|Legal Documents|0 Comments

5 Important Differences Between a Will and Living Trust Close-up of last will and testament document Did you know that fewer than 50% of American adults have estate planning documents?  This is a concerning statistic, as it leaves the state as the default decision-maker.  These cases often involve [...]

5 11, 2015

Fundamentals of Life Insurance

By |2019-03-12T14:05:05-07:00November 5th, 2015|Financial|0 Comments

Fundamentals of Life Insurance Life insurance is a common component of most everyone’s financial plan. It can serve many helpful purposes such as; replacing lost income in the event of your death, paying any debts you leave behind (such as mortgages, car loans or credit card debts), paying for your final expenses or estate [...]

2 11, 2015

Investment Tax Planning

By |2019-03-12T14:05:05-07:00November 2nd, 2015|Tax|0 Comments

Investment Tax Planning When you have investments you want to take advantage of all the tax rules you can so as to maximize your gains. This usually means combining several different types of investments that have different tax advantages and disadvantages, so as to balance each other out. This process is referred to as [...]