10 Kinds of Insurance You Don’t Need to Buy, Part I
Without the ability to see into the future, we often turn to insurance to protect ourselves from the unforeseen. Since we can’t predict our own mortality, we buy life insurance […]
The Power of an Estate Plan
By Anthony A. Saccaro, ChFC: On December 5, 2011, my life changed forever when my father Leonard had a massive stroke. Within an hour, I was at the hospital. One of […]
Finally, the Estate Tax Dilemma Has Been Resolved
Here’s a familiar scene. At the beginning of last week, the estate tax dilemma still loomed unresolved. Sound familiar? It should since it was only a year ago that Congress […]
Financial Planner or Sales Rep?
Have you ever questioned the qualifications of your financial planner or advisor? Are they properly licensed and certified? What may initially seem like silly questions become quite important when you […]
Are You Relying on Your CPA Too Much?
It’s a well-known fact that the CPA (Certified Public Accountant) is the profession that is most respected when it comes to giving advice to wealthy and non-wealthy individuals alike. One […]
20 Reasons Why a Financial Review is a Smart Way to Start the New Year
Most people would agree that they should get a physical checkup every year just to make sure everything is medically okay. Everyone seems to know someone who was glad they […]
The Estate Tax Dillema Is Over! Oh Really?
The estate tax has been a major source of uncertainty during the last decade since Congress voted to repeal it in 2001 under George W. Bush. However, as Wall Street […]
Estate Planning Documents: Trusts and Wills
The drafting of important estate planning documents may be the most critical aspect of the estate planning process to protect yourself and your estate from undesirable consequences. Yet it is […]