Estate Planning

7 Deadly Sins That are Harmful to Your Financial Health

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They’ll Kill Any Chance You Had of Ever Being Healthy, Wealthy and Wise… borrowed from Richard Lindsay, CPA 1. Bad Debt—Taking on debt just to achieve a boost in lifestyle. Long after the initial good feeling of owning something new has worn off, you will have the monthly payment. Think of debts as receiving a.. More

10 Ways to Lose Your Nest Egg—as reported on Forbes.com

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1. Having No Diversification. 2. Putting it all in One Stock. 3. Ignoring Inflation. 4. Buying Stock After Unverified Tips- “Hot” tips have a way of not panning out. 5. Ignoring Investment Expenses- Some of these investment expenses can be excessively high and decrease your investment. This is something you will want to monitor. 6… More

Latest Estate Tax Update from the Association of Advanced Life Underwriting

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Estate Tax Developments in Congress…..from the AALU Weekly Briefing Democratic Leadership in the Senate has begun to mark its position on expiring year-end tax provisions by introducing draft legislation calling for temporary extensions of tax relief for middle-class taxpayers (taxpayers earning $250K or less). The estate and gift taxes were addressed in the initial draft,.. More

MEG Financial Stresses the Importance of Life Insurance in Estate Planning: You May Not Be As Lucky As George Steinbrenner

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Download PDF MEG Financial, a nationwide specialty life, disability and estate planning insurance agency comments on the death of George Steinbrenner and how he escaped paying federal estate taxes. Pensacola, FL (Vocus) July 29, 2010 – MEG Financial, a leading online provider of life insurance and estate planning emphasizes the need for high net worth.. More