Posts Categorized: Estate Planning

Have You Thought Through the Concerns Which May Require an Estate Plan?

Posted by & filed under Estate Planning, Financial Planning, Legislation and Regulation Affecting Investments.

Couples growing older together enjoy the enviable status of having a companion late into life. But in most such cases, one spouse eventually becomes widowed or a widower. It is difficult enough to deal with the loss of a spouse. It’s important to plan ahead as a couple to ensure that the surviving spouse isn’t… Read more »

How to Pay For College Without Wrecking Your Retirement

Posted by & filed under College Planning, Education Planning, Estate Planning, Retirement Planning.

The Investment Advisor Offers Financial Education and Training About How to Pay for Your Children’s and Grandchildren’s College Education. It is Important to Start Planning Early. This Training Covers: How Much Money Will Your Children or Grandchildren Need to Attend College? The Types of Accounts Available to You to Save and Invest for College Education?… Read more »

Plan to Manage Your Health Care-If You Don’t No One Will-Plan and Live Longer

Posted by & filed under Asset Protection, Estate Planning, Financial Planning, Health Care Products and Services, HealthCare, Retirement Planning.

Heath Care and Retirement: A Great Transfer of Risk to You. The Investment Advisor is Offering Advance Financial Training-As Well as Insight and Analysis About Health Care and Long Term Care Planning. You may be aware. There have been a number of concerns involving health care and the quality of care people receive in nursing… Read more »

Get Back on Track

Posted by & filed under Asset Protection, Education Planning, Estate Planning, Financial Planning, Get Back on Track, HealthCare, Investment Portfolio Management for Less, Portfolio Management, Retirement Planning, Retirement Plans, Retirement Plans.

Get Back on Track: Have you positioned your investments for this part of the ecnonomic cycle? Are you prepared to manage the risk? Will you grow your net worth? Will you create the income you need? This is why we are inviting you to take advantage of our Get Back on Track Coupon. It’s our… Read more »

The Investment Advisor is Bullish on America and Pennsylvania

Posted by & filed under Asset Protection, Education Planning, Estate Planning, Financial Planning, Investment Portfolio Management for Less, Legislation and Regulation Affecting Investments, Retirement Planning, Retirement Plans, Tax Advisory.

The investment philosophy of The Investment Advisor is based on American History and a long term view of the resilience of the American Economy. In short, we believe in you. The Investment Advisor thinks it is important to understand the impact economic restructuring and the 4th Industrial Revolution have on investing and its implications for… Read more »

Who is the Investment Advisor?

Posted by & filed under Asset Protection, Education Planning, Estate Planning, Financial Planning, HealthCare, Retirement Planning.

The Investment Advisor is a Registered Investment Advisory Firm With an Emphasis on: Retirement, Health Care Estate Planning, Investment Management, Asset Protection and How these Topics Influence Each Other. The Firm is a Fiduciary Dedicated to Serving Your Interests and Puts Your Interests Ahead of Its Own. The Investment Advisor LLC Also Believes the Expenses… Read more »