Monthly Archives: July 2015

Three Important Retirement Investment Concepts There are only three things you need to think about to earn an extra six figures in your retirement plan… 1.  Asset Allocation 2.  Low Fees 3.  Index Funds Asset allocation means how you divide up your capital among several categories of assets. By taking a broad view of the possible asset classes…read more »

Estate Planning Tips Listed below are estate planning tips for individuals with larger than normal estate valuations. 1. Exercise Swap Powers – make sure there are adequate lines of credit to finance the swap 2. Watch for Waning Capacity – many individuals lose mental capacity as they age, so the sooner you begin estate planning…read more »