Posts Tagged: EstatePlanning

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 »

Retirement Savings Changes You Should Know About for 2023-24

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

Retirement Enhancement (Secure) 2.0 Act introduces provisions that will affect retirement savings plans, including individual retirement accounts and workplace 401(k)s. The Secure 2.0 Act was passed this past December to build off the Secure Act of 2019. Some changes will take effect this year, with more provisions coming into effect between 2024 and 2027. The… 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 »

Financial Training: Health Care and Long Term Care

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

The Investment Advisor is offering financial training. As well as insight and analysis About Long Term Care and Health Care Planning. You may be aware, there have been a number of concerns involving the quality-of-care people receive in nursing homes and with home health care. Recovering from illness or disability. Especially, in today’s medical, economic… 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 »