Shirtsleeves to shirtsleeves, clogs to clogs, riches to ruin. For those with wealth, these are not just catch phrases, they are the truisms that plagu...
Roth IRA’S and Roth Solo 401k’s – A Simple Explanation
When we ask our clients what they know and understand about Roth retirement accounts the answers are all over the map. Most don’t know much or are c...
Time to Comply – Offshore Planning
DON’T DIG YOURSELF INTO A DEEPER HOLE! IT IS TAX TIME, AND TIME TO COMPLY… For many years, US taxpayers have been able to avoid paying taxes by pl...
Self-Directed 401(k) And Real Estate
Investing in real estate is probably the most popular choice most people make. This type of investment can offer capital protection, appreciation an...
Are VA Pension Plans Ticking Time bombs?
More and more I see folks who were ‘helped’ to get the Aid and Attendance (A&A) pension by a financial advisor only to have the plan blow up i...
Family LLCs – The Cornerstone of the Private Client Structure
If you have not yet inserted a limited liability company (“LLC”) into your overall wealth planning structure, it is time to reconsider. The LLC ha...
Insurance Agent Pays $10k Fine for Recommending Sale of Securities to Purchase an FIA (Fixed Indexed Annuity)
I just got my hands on this, and I’m sending it out today to my hot-list. It will be my primary newsletter next week to my main database. I’ve bee...
Life Insurance in Qualifeid Plans: Calculating the Real Costs will Surprise You
I’ve been on the record for nearly 15 years with my position that buying Life Insurance (hereinafter “LI”) in a Qualified Plan (hereinafter “Q...
AMERICAN TAXPAYER RELIEF ACT OF 2012
PART II. The American Taxpayer Relief Act of 2012, (Act), affects American, Foreign and International businesses by extending expired or soon to be ex...
Using Mediation Skills to Avoid Divorce Court
Imagine your car is hit in the mall parking lot by a busy shopper, who wasn’t paying attention when she filled the back seat of her car with large p...