by Jessica Schnobrick | Jan 4, 2020 | Uncategorized
Video Transcript Premiere Retirement Planning and Wealth Management – https://www.premret.com – (800) 313-6659 A “Living Trust” is a trust you created that is active while you are alive versus a Testamentary Trust which becomes active at your death. When...
by Jessica Schnobrick | Jan 4, 2020 | Uncategorized
Video Transcript Capital Choice Advisors – www.capitalchoiceadvisors.com – 704-641-6331 A fixed index annuity is a contract between you and an insurance company that may help you reach your long-term financial goals. In exchange for your premium...
by Jessica Schnobrick | Dec 3, 2019 | Uncategorized
Video Transcript http://www.charlescarrollusa.com/ (855) 585-3600 If you’ve become the beneficiary of an IRA or other retirement accounts, it’s important to know your options. You can take the money out in one lump sum. This requires opening an account called an...
by Jessica Schnobrick | Dec 3, 2019 | Uncategorized
Video Transcript http://www.wealthwisdomgroup.com (302) 651-9191 Tax-efficient investing involves strategies to help reduce the impact of taxes. Investments have three tax flavors: taxable, tax-deferred and tax-exempt. Taxable requires gains to be paid as they are...
by Jessica Schnobrick | Dec 1, 2019 | Uncategorized
Video Transcript http://www.charlescarrollusa.com (855) 585-3600 If you’re like most people, most of the time, you focus your financial efforts on maximizing your current income. But it’s also important to plan ahead for the benefit of your spouse if you...
