Monthly Archives: November 2018

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30 11, 2018

Modified Endowment Contracts

By |2019-03-11T20:40:09-07:00November 30th, 2018|Financial|0 Comments

Modified Endowment Contracts Modified Endowment Contracts, or MECs, refer to the tax qualification of some life insurance policies. In this article, we are going to go over exactly what modified endowment contracts are, their taxation, and how a life insurance policy qualified as one. Technical and Miscellaneous Revenue Act The Technical and Miscellaneous Revenue Act [...]

25 11, 2018

Dealing With a Market Correction

By |2019-03-11T20:40:09-07:00November 25th, 2018|Advisory|0 Comments

Dealing With a Market Correction A market correction is a 10% or greater decline in the price of a security. For most investors, they are scary and hard to deal with. In this article, we will go over 5 tips to help you deal with a market correction. 1. Understand What a Market Correction [...]

16 11, 2018

Gift Tax

By |2019-12-13T11:31:31-07:00November 16th, 2018|Tax|0 Comments

Gift Tax Gift tax is a tax that you potentially may have to pay for gifting property to another person. In this article, we will go over the basics of how gift taxes work, so you can understand how it affects you The Basics Whether or not your gift will be subject to tax [...]

13 11, 2018

Irrevocable Trust FAQs

By |2019-03-11T20:40:10-07:00November 13th, 2018|Legal Documents|0 Comments

Irrevocable Trust FAQs An irrevocable trust is often a confusing estate planning document to many people. In this article, we will go over commonly ask irrevocable trust questions to help you better understand them and how they work. What is an Irrevocable Trust? An irrevocable trust is a type of estate planning document. It [...]

2 11, 2018

Why You Need a Long Term Care Plan

By |2019-03-11T20:40:11-07:00November 2nd, 2018|Financial|0 Comments

You Need a Long Term Care Plan A long term care plan is an important component of any financial plan. Any type of long term care, whether it is in a nursing home, at home, or adult day care, it is very expensive. Because of this you need to plan in advance. In this article, [...]