Monthly Archives: May 2018

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30 05, 2018

Irrevocable Life Insurance Trust

By |2020-09-29T15:06:16-07:00May 30th, 2018|Legal Documents|0 Comments

Irrevocable Life Insurance Trust An irrevocable life insurance trust, or ILIT, is a special type of irrevocable trust. It can be used to help avoid paying estate tax due to large life insurance policy proceeds. In this article, we will go over the basics of how an irrevocable life insurance trust works. The Basics [...]

17 05, 2018

Guide to Retirement Income Taxation

By |2020-09-29T15:19:04-07:00May 17th, 2018|Tax|0 Comments

Retirement Income Taxation Retirement income taxation is something that many overlook when planning for retirement. But it is a very important subject that you should not forget about, as it can make a big difference in what you have left to live on. In this article, we will go over the taxation of several [...]

10 05, 2018

6 Reasons to Buy an Annuity

By |2020-09-29T15:21:31-07:00May 10th, 2018|Financial|0 Comments

What Is an Annuity? An annuity is an insurance-based product that is a powerful retirement planning tool. Typically, you fund an annuity with a lump sum and promise not to touch that sum for a set amount of time. In return for this, the insurance company provides you with a guaranteed interest rate and [...]

8 05, 2018

How to Achieve a Successful Retirement

By |2020-09-29T15:23:29-07:00May 8th, 2018|Advisory|0 Comments

Achieving a Successful Retirement Everyone hopes for a successful retirement. It takes a lot of planning and hard work to achieve it. In this article, we will go over six tips that will help you to achieve your successful retirement. Set Goals Goals are the foundation of a successful retirement. They give you the [...]

5 05, 2018

Creating a Non-Profit Corporation

By |2020-09-29T15:28:38-07:00May 5th, 2018|Legal Documents|0 Comments

What is a Non-Profit Corporation? A non-profit corporation is a special type of corporation that is typically created for charitable purposes. This type of business puts out that they are creating themselves for a purpose other than generating a profit. In this article, we will go over how to create a non-profit corporation in [...]

3 05, 2018

7 Factors to Consider When Purchasing Long Term Care Insurance

By |2020-09-29T15:31:12-07:00May 3rd, 2018|Financial|0 Comments

Factors to Consider When Purchasing Long Term Care Insurance Long term care refers to the type of care for those with chronic illnesses or disabilities. Is is when you need care on a daily basis for an extended period of time. This could vary from assistance with basic daily activities to skilled nursing care. [...]

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