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 The Wealth Advisor - 1st Qtr. 2012
An Introduction to Asset Protection Planning
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Tax-Advantaged Investment Strategies
How many days will you work this year just to pay the government?
Before you comtemplate the answer to this question, ask yourself if you've taken the proper measures to reduce your tax bill.
Raising a Family
When you're raising a family, investing becomes more important than ever. You may need to prepare for future expenses such as higher education, and you may need safeguards to help protect your child's future if something should happen to you.
Is Your Retirement Plan on Track?
Do you know how much you can expect from Social Security in retirement -- or from any pension plan you have? How much do you need to save to cover the shortfall in your desired retirement income, and where should you put your savings? And are your retirement investments adequately diversified?
Ten Ways to Prepare for Retirement
Top 10 Ways to Beat the Clock and Prepare for Retirement.
Legacy Planning
Legacy is not just about the money you leave behind. It's about values, history, memories, and family traditions. It can also be a complex topic fraught with emotions and unspoken expectations from family members.
There's Nothing Like a Down Market to Test Your Investment Strategy
When market volatility yields a rash of selling, the media works hard to fan the flames of investor panic. The resulting barrage of scary sounding terms like "correction", "crash" and "bear market" is enough to make even seasoned investors concerned.
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