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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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Risks are building in the markets but so is bearishness. Though markets are going to do what they are going to do in short-term, we have learned there are still not a lot of natural sellers, and if the market gets too offside, you can bet the other side for a trade.The fast money is...
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Forget Bitcoin. The red-hot M&A market for RIAs (Registered Investment Advisors) shows no signs of slowing down. Research and investment banking firm Echelon Partners reports deal volumes in 2017 were on track to set a new record breaking 150 transactions. According to industry estimates, there are between 10 to 20 qualified buyers are lined up for...
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“You scream and shout. What’s it all about. I want out. I want out of you,” renowned singer/songwriter Russ Tolman sings in “I Want Out”. I felt like a lot of investors were thinking the same thing about their portfolio after watching the S&P 500 fall 3.9 percent this week, the most since early 2016. As investors, we...
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Isn’t it crazy how every sales guy working at an investment firms claims their products/strategies consistently beats the market? You’ve never heard a salesman say “To be honest, most of our clients lose money with us. However, our client portal is, modestly speaking, quite exquisite.” However, it’s critical to pay particular attention during these sales...
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One of the benefits of the newly signed tax-reform law is the temporary reduction in the medical expense deduction floor. The floor, which was scheduled to be 10% of adjusted gross income in 2017, will now be 7.5% for 2017 and 2018 (returns to 10% in 2019). So, each dollar spent on health care beyond...
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Welcome to the FAQ article. In these weekly blogs, I attempt to expand on a particular question I field throughout the week. This allows me to both dive deeper into the inquiry that I generally am unable to do in the constraints of a phone call and provide my audience with solutions and answers to...
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The scrutiny for public pension funds has never been more intense than it is right now. Cities and counties across the U.S. are going broke trying to keep up with public pension debt. It’s the albatross around the necks of cities and counties. Unless we do something the system may not survive. The biggest system in the...
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