A Summary of 2018 Tax Changes

by Beall Barclay … on

The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes are significant and are likely to affect nearly everyone in some measure; some positively, while others may find themselves with a higher tax...

Does thinking about investing leave a bad taste in your mouth? With all the jargon that gets tossed around — headwinds/tailwinds; beta versus smart beta; portfolio under‑ and over‑weightings; Brexit, Grexit and even Texit — investors are often left feeling like they have egg on their face when they...

Repaying Student Debt

by Beall Barclay … on
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Walking across the stage and receiving your university diploma can be the first step towards the daunting world of adulthood. The structure that educational institutes provide is now replaced by an empty void that we must fill with a professional career. It is commonplace to be riddled with...

Professionals, executives and business owners recognize the threat that a disability poses to their financial security, which is why many have individual disability insurance. But far too many purchase a disability insurance plan without carefully considering their future needs.

A big mistake many...

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...

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...

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