Category: Asset Protection
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How To Survive Retirement In A Pension-less Society
Most people nearing retirement have had to adapt to a changing world along the way. At one time, retirement rested on what financial professionals like to refer to as a three-legged stool – Social Security, savings and a pension. That stool went wobbly, though, when most private-sector pensions began to disappear. “Years ago, the idea…
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What financial interests are backing Trump?
Q: Who are the financial interests that are backing Trump? A: I am not prepared to go on the record now with a definitive statement on an issue that I do not have personal knowledge. I am not Trump’s advisor. I do not possess secret knowledge. There are however, some uncontested facts that indicate some…
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Top 3 Immediate Considerations for Wealth Transfer Valuation Discounting from McManus & Associates
Recently proposed IRS regulations mean discounting opportunities could expire by year-end, explains top-rated tax and estate planning attorney NEW YORK, NY – September 21, 2016 – Proposed Internal Revenue Service (IRS) regulations were recently issued that would eliminate discounting opportunities related to wealth transfer planning. McManus & Associates, a top-rated estate planning law firm with…
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Broken Dreams – How Tax Non-Compliance Can Destroy the American Dream of Undocumented Immigrants – Part 1
The U.S. Presidential Elections have shifted into overdrive with both the Republican and Democratic holding their conventions over the next two weeks to select Donald Trump and Hillary Clinton as their party’s candidates respectively. Viewed in tandem with Britain’s departure from the European Union and recent acts of terrorism in France and Belgium, the political…
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Should you hoard cash during election uncertainty?
Is Hoarding Cash The Prudent Move As Market Awaits Election Results? Could cash stuffed into a Mason jar and buried in the back yard be the best investment hedge against the unpredictable future that this year’s presidential election will bring? While no one actually encourages burying money, some financial watchers have suggested that hoarding cash…
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World Out Of Whack: The Shifting Zeitgeist
Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday Capitalist Exploits take time out of their day to applaud insanity, laugh, poke fun at and present to you absurdity in global financial markets in all it’s glorious insanity.…
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Gold Price and the Fear Response
Q: The recent murder or execution of five Dallas Texas police officers has not affected the gold price. I expected at least a small daily bump up on a fear response. What do you think? A: Events do not move markets. It’s the human emotions response to events that do. And moreover, I do not…
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Split to Be Tied!
Looking Beyond the Morrissette Decision and Around the Corner for Inter-Generational Split Dollar I have had the opportunity throughout my career to know top life insurance agents as well as several top estate planning attorneys. In my view, the best life insurance salesman are the best salesman for any product or service. After all, it…