Monthly Archives: December 2024

25 12, 2024

Budgeting for Retirement

By |2024-12-20T15:35:56-07:00December 25th, 2024|Advisory|0 Comments

Budgeting for Retirement Budgeting for retirement is an important topic those nearing retirement age need to consider. According to the Bureau of Labor and Statistics the average American age 65 or older will spend close to $60,087 a year. In this article, we will go over some basics regarding budgeting for retirement to help [...]

18 12, 2024

Domestic Asset Protection Trusts

By |2024-12-17T16:24:10-07:00December 18th, 2024|Legal Documents|0 Comments

Domestic Asset Protection Trusts Domestic Asset Protection Trusts, or DAPTs, are a type of irrevocable trust. They can be helpful estate planning tools and potentially provide protection from creditors. In this article, we will go over the basics of DAPTs. Set Up Only 17 states currently allow Domestic Asset Protection Trusts. These include Alaska, [...]

11 12, 2024

Filing Taxes as an American Expat

By |2024-12-10T10:43:56-07:00December 11th, 2024|Tax|0 Comments

Filing Taxes as an American Expat Filing taxes as an American expat can feel very confusing and overwhelming. If you are a United States citizen, you have a tax obligation to the United States. In this article, we will go over the basics of filing taxes as an American expat. Paying Taxes When You [...]

4 12, 2024

Misconceptions About Long Term Care Insurance

By |2024-12-03T15:47:16-07:00December 4th, 2024|Financial|0 Comments

Misconceptions About Long Term Care Insurance Long term care insurance is a type of insurance that can cover home health care, assisted living, and nursing homes. But there are some misconceptions about long term care insurance. In this article, we will clear up some of these misconceptions. 1. I am Covered by Health Insurance [...]

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