Oct 27, 2017
After finally getting his estate planning done Marty was told by his advisory team he is “all set.” He settled on leaving $2 million to each of his two children. Now he’s all finished with the inheritance discussion. Or maybe not. His daughter and her husband earn...
Sep 28, 2017
There is a lot of news around the NFL right now. Lets go back in time to the late, great Joe Robbie, the first owner of the Miami Dolphins. Following his death in 1990, here is how a Businessweek article began: “In November, 1989, two months before his death, Joe...
Sep 1, 2017
According to a report by the Center for Retirement Research at Boston College, 90% of Americans begin collecting their Social Security retirement benefits at or before their full retirement age. As it turns out, the most popular age to begin is 62, which is the...
May 30, 2017
Why does risk matter? First, risk can be seen as the level of certainty, or uncertainty, that you will achieve a specific return over a period of time. When moving toward retirement, common sense tells you that you should increase the level of predictability in your...
Apr 24, 2017
Thanks to an agreed upon inflation rate among central banks in the U.S. and other developed nations, it’s been a while since the effects of rampant inflation were felt. A rate of 2 percent is believed to be sufficient to keep the economy steady: Growth without enormous...
Apr 16, 2017
If you haven’t seen it, this is an interesting article from Bloomberg talking about market expectations for the next 10 years. What will you do if the article is right? This is not a SMART plan. Stay tuned for a way to minimize taxes with a SMART plan. The Next 10...
