Monthly Archives: December 2016

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29 12, 2016

Dynasty Trusts

By |2019-03-11T20:41:21-07:00December 29th, 2016|Legal Documents|0 Comments

Benefits of Dynasty Trusts Dynasty Trusts are special trusts that you can utilize for a complete estate plan. Dynasty Trusts have several benefits, such as tax reduction, providing for several generations, and protecting your loved one's inheritance from creditors. In this article, we will go in-depth about the advantages Dynasty Trusts offer. Then you [...]

26 12, 2016

Year-End Financial Review

By |2019-03-11T20:41:22-07:00December 26th, 2016|Advisory|0 Comments

Tips for Your Year-End Financial Review As 2016 comes to a close, it is important that you do not forget your year-end financial review in the shuffle. At the end of the year, it is important to review your budget, investments, and financial goals. In this article, we will outline some financial steps you [...]

15 12, 2016

6 Things You Need to Know About Purchasing Life Insurance

By |2019-03-11T20:41:23-07:00December 15th, 2016|Financial|0 Comments

  Purchasing Life Insurance If you are on the hunt for purchasing life insurance, there are a few things you should know. We will go over some factors that you should keep in mind while you are shopping around for a policy. 1. Life Insurance is Not an Investment Product, it is a Risk Management [...]

10 12, 2016

DIY Estate Planning Pitfalls

By |2019-03-11T20:41:23-07:00December 10th, 2016|Legal Documents|0 Comments

DIY Estate Planning We live in a DIY (Do it Yourself) world. With so much information at our fingertips, we can learn how to fix our dishwasher, build a patio, or learn a new computer software, all for free. Many even use such information to do their own estate planning. However, this can [...]

8 12, 2016

1099s: What You Need to Know

By |2019-12-13T15:57:29-07:00December 8th, 2016|Tax|0 Comments

1099s: The Basics 1099s are forms that show how much income you have earned over the year. These forms document income received from sources other than an employer. There are numerous different kinds of 1099s, all for types of alternative income. In this article, we will go over the most common 1099s and why [...]

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