When planning an estate, the process begins with digging deep into fact finding of finances. Reviewing assets and understanding the best ways to transfer assets is key in ensuring that family members will not have to deal with the “red tape” of probate court, especially if one passes without a will in place. Asset Review… Read More Estate Planning: Assets & Finances
For all investors, growing and protecting savings without the risk of market volatility or the risk of losing any of their savings sounds like a dream. But, with fixed indexed annuities, this is exactly the case. An indexed annuity is a special type of annuity that yields returns on investments that are based on a… Read More The Power of Indexed Annuities
When planning for retirement, one option for continued income is annuities. Many people shy away from annuity investments because they don’t fully understand how annuities work. However, annuities can be a consistent source of income for many during retirement with little or no risk involved. There are four different types of annuities that are available… Read More Understanding the Four Types of Annuities
In recent years, there has been a new “minimalist” movement as millennials begin to enter their 30’s. In prior years, the ultimate mark of the middle class was owning “stuff” and showing it off. However, with the environmentally conscious millennial generation, owning two or three cars can be seen as wasteful. Rather than have… Read More The Sharing Economy and Taxes
It is hard to believe that 72% of those living in the wealthiest country on earth report that they have felt some level of stress over money in the last month, but for almost 3/4ths of American’s, this is true. In fact, half of those living in the U.S. are so stressed out that they… Read More Avoid “Thinking Traps” in Financial Preparation
Geoffrey J. Thompson understands that one of the top things employees fantasize about is retiring. Let’s face it – working for 40+ years can be a daunting future for America’s young employees. Dreaming about the days when one doesn’t have to get up, commute to work, and spend countless hours behind a desk is a… Read More Geoffrey J. Thompson: Retiring by Age 55
