Category: Uncategorized

Greetings! I trust that you are well and enjoying life. So much hope has been placed on the Trump administration and our leaders in Washington regarding stimulating the economy and improving the financial well-being of America! The biggest effect Trump can have by far on our financial future that could…

Greetings! I hope this finds you well and enjoying life. If you’re a decade or so away from retirement you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend…

Greetings! I hope this finds you well and enjoying life. Last week I had two clients to ask about reverse mortgages and it happens more and more frequently. In the last five years or so banks have taken steps to make them more attractive. I located the following information and…

Greetings! I hope this finds you well and enjoying life. I’ve been getting a lot of questions about the Treasury Department’s recent regulations that create a new type of annuity in the tax law called “Qualifying Longevity Annuity Contracts” (QLACs). This isn’t really a new type of annuity. This is…

Greetings! I hope this finds you well and enjoying life. I get a lot of questions from clients about the future of Social Security. It’s wise to stay on top of what’s going on with it. Every year, the Trustees of the Social Security and Medicare Trust Funds release reports…

Greetings! I hope that this finds you well and enjoying life. When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes. I…

Greeting! I hope that this finds you well and enjoying life. You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child’s education at the…

Greeting! I hope that this finds you well and enjoying life. With the lure of tax-free distributions, Roth IRAs have become increasingly popular retirement savings vehicles. According to the 2016 Investment Company Fact Book, 20 million U.S. households (about 16.3%) owned Roth IRAs in 2015. There are three ways to…

July 10, 2017 Dear Client, Happy Summer! It has been an awfully good year in most of the capital markets so far. Just like a south Louisiana summer day with blue skies and bright sunshine, most stock markets have happily been rising and the economy has been chugging along. Bonds…

Greeting! I hope that this finds you well and enjoying life. A tax dollar not paid is a dollar in your pocket. Here are some tips that may assist you in trimming your tax bill in retirement. Give yourself options with the types of investment retirement accounts you own. Having…