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1907, 2019

Viatical Settlements

By |July 19th, 2019|Categories: Financial|Tags: |0 Comments

Viatical Settlements Viatical settlements allow you to benefit from the value of your life insurance policy before you pass. In this article, we will go over the basics of viatical settlements to help you determine if using one is right for you. What is a Viatical Settlement? Viatical settlements are a type of investment. They allow someone with a [...]

507, 2019

Real Estate Investment Trusts

By |July 5th, 2019|Categories: Advisory|Tags: |0 Comments

Real Estate Investment Trusts Real estate investment trusts, or REITs, are a type of investment. They can be a helpful addition to your current portfolio. In this article, we will go over what exactly real estate investment trusts are and how they work for investors. The Basics REITs are entities that invest in income-producing real estate. Typically, this is done [...]

2606, 2019

Estate Tax

By |June 26th, 2019|Categories: Tax|Tags: |0 Comments

Estate Tax Estate tax is an often-misunderstood form of taxation. In this article, we will try and clear it up. We will go over the basics of what estate tax is and how it works with inheritance and gift tax. Estate Tax Basics Estate tax is a tax on the portion of a deceased person’s estate that exceeds a set [...]

1406, 2019

Beneficiary Deeds-Advantages and Disadvantages

By |June 14th, 2019|Categories: Legal Documents|Tags: |0 Comments

Beneficiary Deeds-Advantages and Disadvantages Beneficiary deeds are a type of estate planning document. Like any estate planning document, there are both advantages and disadvantages to using one. What works best differs from person to person, depending on their situation. In this article, we will go over the advantages and disadvantages of using a beneficiary deed. How Beneficiary Deeds Work [...]

706, 2019

Medicaid and Long Term Care Insurance Basics

By |June 7th, 2019|Categories: Financial|Tags: |0 Comments

Medicaid and Long Term Care Insurance Medicaid and long term care insurance both provide coverage for those who need advanced care. Typically, you would utilize one of these when you need help with daily tasks like dressing, bathing, eating, or using the bathroom. However, there are many misconceptions about both. In this article, we will go over the differences between [...]

3105, 2019

Risk and Retirement Planning

By |May 31st, 2019|Categories: Advisory|Tags: |0 Comments

Risk and Retirement Planning Risk and retirement planning go hand in hand. To have a successful retirement plan you need to understand the risk and how to mitigate its effects. In this article, we will go over the different types of risk, how you can manage risk, and how it factors into your investment choices. Types of Investment Risk Investment [...]