A tight housing market is leading many young adults to postpone purchasing a home, choosing instead to go the rental route. Many simply don’t want to be encumbered with a mortgage and all of the responsibilities that go with home ownership. As a renter, it’s tempting to think that all of your...

Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it also comes with additional risk exposures. In a 2011 Zogby survey, 92 percent of people with a high new worth indicated concerns over the possibility of home invasions, muggings...

Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.

Once the shock and horror of taxes goes...

Who Needs Estate Planning?

by Beall Barclay … on

Who Needs Estate Planning?

Why it is so important and not just for the rich.

Provided by Beall Barclay Wealth Management

You have an estate. It doesn't matter how limited (or unlimited) your means may be, and it doesn't matter if you own a mansion or a motor home.

Rich or poor, when you die, you...

Life Insurance Products with Long Term Care Riders

by Beall Barclay … on

Life Insurance Products with Long Term Care Riders

Are they worthwhile alternatives to traditional LTC policies?

Provided by Beall Barclay Wealth Management

The price of long-term care insurance has really gone up. If you are a baby boomer and you have kept your eye on it for a few years, chances...

It is not often that the topics of life insurance and annuities are brought up in the same discussion, primarily because they serve two very distinct purposes. Although they are both products of life insurance companies, life insurance policies are protection against dying too soon, and annuities...

Can You Raise Your SSI By Reapplying for Benefits?

by Beall Barclay … on

CAN YOU RAISE YOUR SSI BY REAPPLYING FOR BENEFITS?

 

Social Security has closed a popular loophole, but all is not lost.

 

Presented by Landmark Financial, LLC Wealth Management

 

The “reset button” has been removed. A few years back, the distinguished economist Laurence Kotlikoff alerted...

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