Several Retirement Income Streams-You won’t Outlive Your Money
During your working years, we all try to save for retirement (income stream creation). We meet with our team of trusted advisors to determine what blend of financial tools should be used to achieve our goals. In making this determination, we consider how much income we will need, what assumed rates of earnings […]Read More
PPP Loans Forgiven?
The Quality of Fixed Income
Can the Current President Upset the Markets?????
From My Friend; Brad Farris
When someone says, “She’s a great leader,” here’s what they really mean: She knows where her organization is going and communicates that relentlessly. She knows how to orient team members to success and hold them accountable. She communicates tasks specifically, with timelines and measurements. She roots for her team to succeed; she believes that they […]
Spousal Lifetime Access Trusts-Investigate Planning Opportunities
Estate Planning Technique As with all planning techniques, your plan must be tailored to you and your unique situation. Popularity doesn’t mean a technique is right for you. As we get close to our election, it is reasonable to consider that certain “tax” raising strategies will be employed. One such strategy is the […]