Charitable remainder trusts are an irrevocable transfer of property or cash into a trust that distributes income to either the donor or beneficiary. At the end of the trust’s lifespan, the remainder of the assets are distributed to the charitable beneficiary. Charitable remainder trusts provide financial security for the donor’s family and support for a predetermined charity.
Sauna use has been proven to slow the effects of aging by exposing the body to extreme heat. Studies show that there are strong links indicating that sauna use lowers the risk of conditions that..
Everyone thinks retirement can’t come soon enough but when is a good time to retire? There are quite a few things to consider before taking that life-changing step.
Good Afternoon! I wanted to share some quick math on how we think about the market and what we plan to do. The complex market can be broken down into two parts…
A Transfer on Death (TOD) account is where the client filled out a TOD form where assets automatically transfer to a named beneficiary when..
Real Estate investing is popular for many reasons, but one, in particular, is the ability to write off depreciation..
You may want to skip the toppings on your next hot dog, or skip it altogether: Health researchers at the University of Michigan have found that eating a single hot dog could take 36 minutes off your life.
Joint Brokerage Accounts are most common between spouses but may be utilized for parents, kids, or others with mutual financial goals..
Transfer the money to your own account
If you inherit from your spouse, you can transfer the money into your own retirement account..
One of the hardest things to do in my business is deflect ‘hot’ ‘’cocktail party favorite’ stock purchases from clients wanting to buy. What I mean is…
