Monthly Archives: June 2016

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30 06, 2016

Three Keys for a Complete Estate Plan

By |2020-09-30T12:14:53-07:00June 30th, 2016|Legal Documents|0 Comments

There are three keys that everyone needs for a complete estate plan. These three things are not just for the wealthy, they are for everyone. If you want to have a complete estate plan, make sure that you have at least the following three things in place. 1. Up-to-Date Trust It is a [...]

24 06, 2016

Borrowing From Your 401(k) Plan

By |2020-09-30T12:43:27-07:00June 24th, 2016|Advisory|0 Comments

Many American employees are provided with 401(k) retirement plans from their employers. When tough times come and you are strapped for cash, it can be tempting and seem like a good option to borrow money from your 401(k) plan. That is not necessarily the case. Before you make such a decision it is important [...]

10 06, 2016

Fixed vs. Variable Annuities

By |2020-09-30T12:47:14-07:00June 10th, 2016|Financial|0 Comments

Fixed vs. Variable Annuities: Which is Better There are many types of annuities and sub-types of annuities that there are to choose from. However, the two most common are fixed and variable annuities. In this article, we will outline what they are and how they can work for you. Annuity Overview Before we get [...]

8 06, 2016

Education Tax Credits

By |2020-09-30T12:52:16-07:00June 8th, 2016|Tax|0 Comments

  Understanding Education Tax Credits (Form 8863) Education is one of the biggest expenses that parents and students will face. Thankfully, there are two education tax credits that can be used to help offset the cost. These tax credits are the American Opportunity Credit and The Lifetime Learning Credit The American Opportunity Credit The [...]

1 06, 2016

Estate Planning for Children from Previous Marriages

By |2021-05-21T21:45:29-07:00June 1st, 2016|Legal Documents|0 Comments

Estate Planning for Children from Previous Marriages can be tricky! Estate Planning for Children from Previous Marriages can be complicated. When you add children from previous marriages, planning can become tricky. Typically, when you pass away all of your money will go to your spouse, and then when your spouse passes the [...]

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