Estate Planning
We can refer you to professionals to help meet your individual needs.
Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.
While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.
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An investment in knowledge pays the best interest.
There Are Two Certain Uncertainties in Retirement
Two financial unknowns may erode our degree of confidence.
January Economic Update
In this month’s recap: Equity and commodity markets experience major losses, the Fed sends a hawkish message, home sales improve, and the economy maintains its momentum.
The A, B, C & D of Medicare
Breaking down the basics & what each part covers.
The Netzel News
In this Issue: Website launch and client portal. Economic recap for the week ending January 28, 2019. The 10/10/10 rule. Golf Tip and A Good Quote. NEW!! The Roxie Report. From the LEARNING HUB: Can You Psych Yourself Up to Save More? and Tax Considerations for Retirees.
Your 2019 Financial To-Do List
Things you can do for your future as the year unfolds.
An Executor Checklist
The steps you may need to take to fulfill a major responsibility.
Ways the Middle Class Can Make a Difference for Charity
You don’t need to be wealthy to make an impact and get a win-win.
Your Financial Co-Pilot
If anything happens to you, your family has someone to consult.
Do You Find Yourself Rethinking Tax Considerations When Planning to Retire?
Are you rethinking tax considerations when planning to retire? Are you aware of the major tax breaks?
Wealth Management: Staying out of debt once you get into debt.
As you reduce your liabilities, embrace the behaviors that may improve your balance sheet.