Monthly Archives: November 2016

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18 11, 2016

How to Save on Advisory Fees

By |2020-09-30T10:12:59-07:00November 18th, 2016|Advisory|0 Comments

  You’re Paying Too Much in Advisory Fees When you open or transfer an account with an advisor, you expect your money to grow, not eaten away by advisory fees. Sadly, this happens to most investors without them even realizing it. The best way to prevent yourself from becoming a victim of excessive advisory [...]

9 11, 2016

Life Insurance Riders

By |2020-09-30T10:14:32-07:00November 9th, 2016|Financial|0 Comments

Riders: Another Form of Coverage Riders are additional benefits you can add to your life insurance policy. These riders provide coverage not normally provided by your standard life insurance policy. Typically, these riders will come with an additional cost. There are several different kinds of riders. What riders are offered and their specific terms [...]

4 11, 2016

Celebrity Estate Planning Mistakes

By |2021-07-19T03:02:16-07:00November 4th, 2016|Legal Documents|0 Comments

Celebrities are People Too More than half of the American population does not have any type of estate planning documents in place. This can lead to probate nightmares! Celebrities are not exempt from this list. Despite their immense wealth, may celebrities have failed to put in place an estate plan, leaving an expensive mess [...]

1 11, 2016

Tax Planning and Retirement

By |2020-09-30T10:21:19-07:00November 1st, 2016|Tax|0 Comments

Preparing for Retirement There is so much you must prepare for as you near retirement. You need to make sure you have enough saved in various retirement accounts, figure out the best time for you to file for social security, decide where you want to live, learn about Medicare and your different health insurance [...]

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