Disability Insurance Planning Issues & Solutions
DISABILITY INSURANCE LAYERING DESIGN Your income allows for food, shelter, utilities, transportation, education, healthcare as well as the cost to maintain your lifestyle. Why don’t we all have significant disability insurance coverage? Disability insurance comes in all forms and sizes and having a “portfolio” of policies in many cases, is the preferred and most cost-efficient method. […]Read More
COVID 19 & Retirement Planning
COVID 19 can put your Retirement Account at Serious Risk “Ours is a culture where we wear our ability to get by on very little sleep as a kind of badge of honor that symbolizes work ethic; or toughness, or some other virtue—but really, it’s a total profound failure of priorities and self- respect.” Your […]
Evaluate Your Priorities
It is important to work through the following questions in order to determine your priorities. How important is: not running out of money during your lifetime? Avoid becoming a burden on your family due to chronic or terminal illness? Leaving a legacy to your family or charity after your lifetime? As you consider the investment […]
Tax Adjustments for 2014 Gross Income
Once total or gross income from all sources has been determined, certain adjustments to income are available. These adjustments amount to a reduction in gross income and generally are granted to achieve tax fairness or in recognition of a desirable social objective. Adjustments to income are available regardless of whether a taxpayer itemizes deductions or takes the standard deduction.
Income Tax Planning-Advisory & Acquisition Services
As a result of ATRA 2012 (The American Taxpayer Relief Act of 2012), income tax planning is in the spotlight.
Who to Go to When you Need Home Care
Senior Helpers has been a national leader in professional, inhome senior assistance services. We can be there for you at a moment's notice to offer comfort, peace of mind, and personalized care planning ranging from one hour a day to 24 hours a day
Life Insurance Planning in Connection with Divorce
It is estimated that there are over a million divorces in the United States each year.1 This reflects a tremendous need for life insurance planning in relation to alimony, child support and property settlement agreements.