Wed, 6 May 2015
Sometimes people put off considering whether they need insurance, such as life or long-term care. The subject can be unpleasant, and the insurance expensive. Chad Burton and Rob Black take a look at the types of insurance people can consider and why they might need it.
Tue, 5 May 2015
Today I go over tax issues when inheriting money including IRA’s. I discuss gift tax rules and the advantages of using 529 plans for estate planning and college planning. I also take a look at renting a home vs. buying. I go over an email question regarding using life insurance as an investment and explain the American Opportunity Tax Credit for college.
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Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.