Monthly Archives: February 2017

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20 02, 2017

5 Main Sources of Retirement Income

By |2019-10-10T05:10:07-07:00February 20th, 2017|Advisory|0 Comments

Where to Find Your Retirement IncomeRetirement income is not a black and white topic. There is not one key source of retirement income and everyone’s plans will be different. A major step towards a successful retirement plan is identifying all your potential sources of income and how much you can expect them to cover. In [...]

17 02, 2017

5 Things You Need for Your Tax Preparation Appointment

By |2019-03-11T20:41:18-07:00February 17th, 2017|Tax|0 Comments

Getting Ready for Your Tax Preparation Appointment. Tax season is upon us, so now is the time to prepare for your upcoming tax preparation appointment. To help you get ready, we have compiled this list of 5 things you to take with you to your tax preparer’s office. 1. Photo Identification The IRS now [...]

16 02, 2017

Fundamentals of Disability Insurance

By |2019-03-11T20:41:19-07:00February 16th, 2017|Financial|0 Comments

Disability Insurance If you become seriously ill or get hurt to the point you cannot work, where will your income come from? One of the most reliable resources in such a situation is disability insurance. It can provide you with steady income if you are not able to work for a prolonged period of time. In [...]

1 02, 2017

Special Needs Trusts

By |2019-03-11T20:41:19-07:00February 1st, 2017|Legal Documents|0 Comments

Special Needs Trusts-What are They Special Needs Trusts are unique trusts. You can create one to care for a beneficiary who has a disability or other considerations. In this article, we will go over what advantage Special Needs Trust offer your beneficiary and how they work. Maintain Government Benefits The main benefit of [...]