Mike On Money
Young parents need estate planning also. I am guilty of concentrating on seniors for decades. I want to encourage young parents to explore the protections their children deserve — and may not be getting. And of course, the protections parents need also.
Read MoreEven the kids can tell a loser when they see one.
Read MoreDo you know how to tell the bad financial advisers from the good?
Read MoreWhen you retire, you first have the “Go-Go” years in your 60’s and early 70’s. Then the “Go-Slow” years in your later 70’s and early 80’s. Last comes the “No-Go” years in your mid 80’s until death. This blog entry addresses the need for guaranteed income benefits that last as long as you do. Providing money for “out and about” retirement activity. Then “Out and About sometimes” retirement activity. And lastly, Providing money to take care of you in a home nursing environment.
Read MoreThe year 2020 is causing sleep disorders for many. One area to reduce stress is to review your percentage of money in the stock market vs. how much money is in safe investments with guarantees on principal. Most are overexposed right now. Are you?
Read MorePreserve and protect what’s most important to you.
Read MoreMy year has been excessively filled with decant ranting all year. Finally, I did something about it!
Read MoreOne bad fall can change your life forever. And possibly cause your financial piggy bank to end up in the wrong hands. You can stop that from happening.
Read MoreIs the stretch IRA about to die? The best answer is YES and by the end of the year!
Read MoreDoing business with a financial advisor with 43+ years of experience means he has seen and done everything in financial services. But is he too old to be competent? Never!
Read MoreAre you IRS scared? You shouldn’t be. If something comes in the mail from the IRS, don’t stress over it. Hire a professional tax adviser that can assist you and help you dissipate the fear and respond for you.
Read MoreThe Hebrew word “We give thanks” is “Hodu”. It is also the Hebrew name for Turkey. (the food not the country). As we reflect and give thanks for what we have, eating Turkey on Thanksgiving and perhaps Christmas Day is an appropriate food.
Read MoreWhat goes up must come down. The “Shock Market” can in a just a few days of sustained crashes, take up to 50% of your value. To avoid large losses, true investors watch their positions with the same attention as a brain surgeon during surgery.
Read MoreThere is a secret IRA that only a few select financial advisers know about. Hidden in plain sight!
Read MoreLosing a loved one or pet is never fully understood until it happens to you. Many find they can not find their Brave Face for a long time. Find comfort as we honor the dead from 9/11 and remember the Lyrics that may describe how you feel.
Read MoreDon’t let your loved and cherished pets become a “Pet Peeve” for your survivors who will have to take care of them.
Read MoreWhat does life insurance and party time have in common? Well you are about to find out…
Read MoreOn top of lawyers and CPA’s feasting on the Aretha Franklin estate, when the net estate is known, the IRS will be taking 40%. And they only have 8 months and 3 weeks to sell four homes, deal with a long list of creditors, and raise the cash due in 9 months to the feds. No FREEDOM for this estate…
Read MoreArizona is still the wild, wild west in many areas. You should tackle your estate planning with guns blazing (figurative of course) to find the truth, so your heirs don’t suffer from imperfect documents or planning. What does that have to do with Black Jack?
Read MoreJust when you thought your Arizona based estate planning was completed. You find this blog page and discover that your lawyer may have ignored the largest or second largest asset you own. Your retirement plan! Do you really want to trust a 1/2 page beneficiary election form (card or paper) to distribute your largest or second largest asset? Perhaps you need to complete the job properly and set an appointment with us to talk about your retirement plans and the great options you have to INCLUDE them in your estate plan.
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