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Many couples face an uphill battle when one spouse has a catastrophic health crisis and needs long-term care. Most people are uninsured for the risk of the Medicaid spenddown and often the healthy spouse is faced with sticker shock when the nursing home bills start coming in. There are four rules that – when used...
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I’m confused.  We’re enjoying a highly unusual financial “cocktail” these days that combines one part low inflation, one part low unemployment, one part strong earnings and one part low interest rates.  We should be happier – share prices should be moving up – but they’re not.  Do you share my concerns? First quarter real GDP...
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One of my clients recently sent me a newspaper ad for CDs with surprisingly attractive rates. This CD promoted by Sun Cities Financial Group touted a 4.85% rate on an FDIC-insured CD with a 6-month term. According to Bank rate, the current national average for a 6-month certificate of deposit is 0.27% APY, with their...
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It still comes as a surprise to so many people that the outcome of key estate planning strategies often hinges on fluctuations in interest rates. So, changes in rates should sway the choice, or timing, of these strategies. Some estate planning strategies generate more benefits when interest rates are low, while others provide more benefits...
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If a creditor sues you and gets a judgment, it has a whole host of collection methods available to get its money from you, including wage attachments, property levies, assignment orders. There are only 3 ways to get rid of judgment: 1) Vacate it; 2) Satisfy it, or 3) Discharge it. In your analysis of...
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This has not been an easy quarter for investors, especially those that are late to party. One of the themes for the last few months is the return of volatility. As you can see in the chart below, the US stock market was giving you above average stock market returns while exhibiting below average stock...
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This is why working with a financial planner that has a tax background is critical. Lionshare Partners LLC was registered to do business on December 12th, 2017 and less than two months later one of my blogs is already obsolete. I recently wrote about the decisions behind choosing a S Corp or C Corp as...
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This is an important distinction and should be understood prior to getting your revocable living trust reviewed by an Estate Attorney. A Trust Amendment is a legal document that changes specific provisions of your trust but leaves all of the other provisions unchanged. This is useful for minimal changes – adding or deleting specific bequests...
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This is an interesting question and depending on who you talk to will probably result in dramatically different answers. Attorneys tend to push for the Limited Liability Company (LLC) more than necessary, and insurance brokers tend to push for more insurance coverage than necessary. Therefore, some people will advocate for a “belt and suspenders” approach...
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I’m always on the lookout for proposed policies that impact pensions. There are two considerations for both federal and private pension beneficiaries. The explosion of private pension transfers in 2017 and the president’s fiscal 2019 budget includes a few proposals to reduce retirement benefits for federal civilian workers. The president’s budget proposes four changes to...
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