May 26, 2021
Chris and Keats talk about three tax proposals and how they may affect estate planning:
- President Biden’s Income Tax, Capital Gains, Social Security
- Sander’s For the 99.5% Tax Act
- Van Hollen’s Sensible Taxation and Equity Promotion (Step) Act of 2021
Chris and Cathi discuss financial mistakes to avoid in your...
May 24, 2021
F. Keats Boyd, President of Boyd & Boyd, PC, discusses the basics of estate planning, including the reasons to set up an estate plan and when/when not to use a Medicaid planning trust.
MAIN REASONS FOR AN ESTATE PLAN:
- Passing wealth at death
- Incapacity care planning
- Probate avoidance
- Asset protection
- Tax avoidance...
May 19, 2021
When doing financial planning money is the how; what is really important is the why.
AMR’s 360 Financial Planning process helps clients look at all of the quantitative items impacting their finances, including income, assets, expenses, needs, Social Security, risk, and estate planning. It also addresses all of the...
May 17, 2021
Asset Management Resources' Active Allocation process looks at numerous factors, including economic data and valuations, to see where opportunities and risk may be. We proactively adjust the portfolio in anticipation of these issues, striving to get the best risk-adjusted returns.
Learn more about our Active Allocation...
May 12, 2021
Women have unique challenges when it comes to financial
planning. As the traditional family caregiver they may have fewer
working years, which can affect income, savings, and Social
Security benefits.
Chris, Brian, and Cathi talk about Warren Buffet, the Fed’s
management of the 2020 financial crisis, and changing...