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How much life insurance do you need? What type is appropriate? You should review your life insurance needseach time you have a major life event. Here is what you need to know to properly plan for your life insurance needs—to buy enough and to get the most for your money. Read More »
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The typical use of life insurance by an estate planner involves the purchase of a last survivor policy by an irrevocable life insurance trust (ILIT). Often ignored, however, are the benefits life insurance may provide when used in conjunction with other types of trusts customarily created under an estate plan. Read More »
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As a result of a government regulation that becomes effective next year, many employers who sponsor 403(b) plans will likely reduce the number of providers and investment choices in their plans, as well as put in place restrictions on loans and hardship withdrawals. Read More »
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I realize that the term “Socialism” has been thrown around during the presidential campaign, especially when looking at Obama’s agenda. However, these recent developments have me thinking that we are definitely trending in that direction. After all, the nationalization of companies fits the socialist definition to an absolute “T” Read More »
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IRAs are intended to provide for the retirement of the IRA holder and, after he or she is deceased, for the support of his or her beneficiaries. They are not intended to permanently shelter savings from income tax. For this reason, the IRS has established distribution rules Read More »
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I commonly get approached by individuals who are looking for advice on what their upcoming divorce means to their 401k, IRA, or other retirement plan. Divorces are tricky anyhow, but when you throw in tangible assets it opens up to a whole new dimension. Here are some brief details about what this means to your investments. Read More »
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Everybody knows that the stock market has plunged. If you have received your quarterly statement for your 401k, 403b, IRA, or other investments, you are more than likely aghast when seeing the losses on paper. I have heard many different arguments with regards to whether this is a historic buying opportunity, or a preview of an even more severe economic downturn. Read More »
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