From 1987 to 1994, the Estate Tax Exemption was set at $600,000. If your estate was valued more than the exemption, you were assessed estate tax which could be as much as 55%. At that time, people...
A LIRP is a Life Insurance Retirement Plan. I suspect I just lost about half my readers but for those of you who are still reading, stay with me. I promise you will be glad you did! In December of...
What is a Guarantee? A Guarantee is a statement that provides a formal assurance or promise, especially that certain conditions shall be fulfilled relating to a product, service, or transaction. I...
There are generally 5 ways to pay for college: scholarships, grants, student loans, work-study, and self-pay. We certainly want our children to excel in both academics and sports but the truth is...
Several years ago, you had a Retirement Plan prepared telling you exactly what to do to reach your retirement income goal. Your highly anticipated retirement date is near and you’re excited to see...
10,000 Baby Boomers turn 65 every day. For the most part, this single largest segment of our population is not ready for retirement. Here are 3 Retirement Questions You Need Answered Today. 1. How...