• Estate-Planning-Estate-Plan-Retirement-Accounts-Best-Retirement-Plan-Rancho-Santa-Fe-Magazine-Chris-Cooper
    Estate Planning Mistakes to Avoid

    Estate planning is far more complicated than most people realize. For many, a well-crafted estate plan involves far more than just a will. Depending on your family situation, your assets and other factors, your estate plan may...

    • Posted 4 years ago
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  • Investment-Protection-Retirement-Protection-Investments-Money-Magazine-Money-Management-Rancho-Santa-Fe-Magazine-
    Investment & Retirement Protection

    A Financial Self-Defense Plan for Seniors Financial fraud and abuse can happen to anyone, but older adults are particularly vulnerable. Unethical individuals may prey on older adults who aren’t as savvy as younger consumers, or who have...

    • Posted 5 years ago
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  • Grantor Trusts and Estate Planning #retirement
    Are Changes Coming to Grantor Trusts?

    Recently, the Obama Administration proposed a change to the laws regarding grantor trusts. If the new tax takes effect, all grantor trusts will be included in the grantor’s estate. That’s the bad news. The good news is...

    • Posted 5 years ago
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  • Social Security Benefits
    Social Security Benefits

    Could You Benefit From a Social Security Do-Over? If you’ve done any Social Security planning, you’re probably aware that you’ll get a larger check if you put off claiming benefits until age 66 or even 70, rather...

    • Posted 5 years ago
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  • Estate Planning
    Proper Estate Planning

    At some point in our lives we may ask ourselves: “If I die and have debt, who or what will be responsible for paying back those I owe?”The laws regarding debt after death are defined by each...

    • Posted 5 years ago
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  • Managing Family Business
    Managing Family Business

    Are you feeling stuck in the middle, managing the twin challenges of personal family business matters and raising your children while also caring for elderly parents? You’re not alone. Millions of Americans are members of the so-called...

    • Posted 5 years ago
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  • Portfolio_Diversification_Investment
    Smart Investment Principles

    Investment Principles: Diversification and Asset Allocation When it comes to the complicated task of growing your wealth, how do you develop an investment strategy that works for you? For many people, the answer lies in diversification and...

    • Posted 5 years ago
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  • Tax Planning Made Easy
    Tax Planning Made Easy

    The Season for Giving: Shift Your Income, Lower Your Taxes The holidays are the season of giving. This year, that could include giving certain types of assets to your children and grandchildren so that your family can...

    • Posted 5 years ago
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  • Investment and Retirement Planning
    Wise Investment and Retirement Planning

    The Problem with Annuities Are annuities a good vehicle for investment and retirement planning? It depends on who you ask. While annuities offer the promise of a guaranteed income for life, they’re not always all they’re cracked...

    • Posted 5 years ago
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  • Wise Investment Strategies
    Wise Investment Strategies

    Proper Asset Location of Stocks, Bonds, Real Estate and Hard Assets Different types of investments are treated differently by the IRS – which is why proper asset location is an important strategy to implement in order to...

    • Posted 5 years ago
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