Our focus, to get you to, and through, retirement.
  

Content Library

The below links go to various short topics on items many people tend to have questions about.

Should You Have a Living Trust?

A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without a will, or “intestate” as the law refers to it, essentially the state becomes your executor and your property will be distributed according to its laws.

Are Advisory Fees Tax Deductible?

It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax deductible?” And the answer is an equivocal, “It depends.”

You may find additional answers to other questions ... by going to my blog ... and using the Search Box midway down the right side of my blog site's navigation bar.

 

Syndicate content
Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved