September, here we come! Before we blink, the new year will be upon us. Business/personal tax considerations impact financial results. Investing time with key professionals to work with you toward achieving what you’ve set out to do can make or break what you’ve worked hard to create. Professionals are trained in their areas of expertise. […]
Advisory Perspective Series – Theresa Klass Read More »
I participate in a networking group with a group of professionals across industries: legal, financial, insurance, home care, fiduciaries, funeral planning, assisted living, accounting and tax mitigation. We meet monthly to review live examples of cases of people who experience life’s realities and gather to provide input as to how we may in our professions
Post-retirement Health Needs Read More »
Over the years, life’s uncertainties have come into my life personally, or involving family, friends or a work situation. Having access to information is easier today than ever! Keeping this in mind, I seek your input today. The link below will take you to a survey. This survey focuses on two areas: a) Illness/accident and
Life’s Uncertainties Read More »
Debt and Death: What Happens? What happens to your debts after you die depend on various factors: what type of debt is it; what is the marital status; was there a co-signer; is the state of residence a “community property” state; and the specifics of the estate left behind. Dealing with debt at any time
The Living Planner Advisory Perspective Series provides you an opportunity to meet professionals who play a role in crafting strategies and plans for your life. This month, the focus is on financial planning. Financial planning allows us to provide a road map for our money. When we create cash; having plans to help budget, invest
The Living Planner Advisory Perspective Series – Windus Fernandez Brinkkord Read More »
In your business, have you made plans in case of accidents, illness, incapacity and/or death of key employees? Working “on the business” vs. “in the business” allows us to establish a game plan to sustain the impact should there be an impact within your business. Part of a business’ growth is the deployment of separate
Departmental Readiness Read More »
Happy New Year! USA Today posted an article yesterday which provides a helpful overview for in business owners as we enter 2017. Tax implications of decisions implemented are best known in advance. Check with your tax consultants to ensure you are well prepared to take advantage of these new laws taking effect in 2017. “Joyce
New Laws for Businesses in 2017 Read More »
The Department of Labor (DOL) has finalized its much anticipated new fiduciary rule applicable to financial institutions and advisors working with retirement savers. The final version has changed significantly from its proposed form. These changes impact individual savers, companies providing benefits to employees and the financial industry providing services. Financial planning impacts all three generations in
Fiduciary Retirement Accounts Read More »
Have you ever been curious about your life span? Longevity is a topic that arises as we plan for our retirement. Will our resources cover us as we age? How do we plan for the unknown? Bloomberg posted an article yesterday that piqued my interest. Here is a recap of this article. “Americans increasingly need an accurate
The Living Planner Advisory Perspective Series presents questions to professionals each month. We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. This month, let’s welcome Laura Roeder, a Registered Representative with Team Financial Partners, LLC. Laura is
