Wealth Planning Advisor Magazine
Tuesday, October 10, 2017Investment Fees — What Non-Investment Advisors Should Understand
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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Planning For College Without Going Broke
Thursday, July 6, 2017
Planning for College Without Going Broke Paying for college is one of the largest expense you will have in your life. A four-year degree can cost as much as $250,000. Most parents are wondering, “How I am ever going to pay for...
Read MoreWhat Fees Are You Really Paying For Your Investments
Thursday, June 1, 2017
According to a survey conducted by the Rebalance IRA investment management firm, 46% of people between ages of 50 and 68 believe they are not paying any fees in their retirement accounts. 19% believed they are paying less than .5%....
Read MoreDisability Insurance
Tuesday, May 23, 2017
May is Disability Awareness Month 2 of the biggest myths about Disability That it doesn’t happen to younger people It is the result of work related accidents Statistics Over 1 in 4 of today’s 20 year old’s will become...
Read MoreHow Capital Intensive Business Owners Avoid Taxes and Pay
Monday, February 27, 2017
by Stephen, Jean Mathieu, Legacy Financial Solutions, Inc. & Dawn Santoriello, DS Financial Strategies One of the great challenges facing every business owner is how to get money out of their business in the most tax efficient manner...
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Do You Want to Own That House or Do You Want The Bank To Own It?
Tuesday, January 31, 2017
What comes to mind when you think of protecting your house from natural disasters such as hurricanes or floods? Most would rely on their homeowner’s insurance or flood insurance to keep them comfortable and make them whole;...
Read MoreCollege Savings Accounts: Pro’s and Con’s
Monday, January 18, 2016
Non Tax-Qualified Mutual Funds and Stocks Pros: Unlimited upside gains, can be sold at any time Cons: Not guaranteed. Unlimited downside losses. Any growth is taxed when sold, or each year if there are short term capital gains which...
Read MoreCommonly Asked Questions Regarding Qualified Plans
Monday, January 18, 2016
There are primarily two things you should expect in a qualified plan (aka QP): First of all, they defer the payment of taxes (but they do not necessarily save taxes). Secondly, they defer the tax calculation. Let me illustrate how QP’s...
Read MoreReasons Why You Should Have a Mortgage
Monday, January 18, 2016
The 4 reasons to have a mortgage are: You don’t have enough cash to pay for the house The tax deduction The potential spread between what your money can earn and the cost to borrow money. The most important reason is to have liquidity,...
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