The managers of well-run businesses usually name “backups” to keep things going smoothly — just in case. That’s also a smart plan for your personal finances, where you risk experiencing financial losses or other difficulties if you...
Is your estate plan up to date? Use this checklist to pinpoint potential shortcomings. Because you’ve worked hard to create a secure and comfortable lifestyle for your family and loved ones, you’ll want to ensure that you have a sound financial plan...
The call that changed my life forever. Josh Klinger is a Wealth Advisor at TVAMP. He believes that wealth isn’t a privilege. Individuals and families must make consistent, conscientious financial decisions and exercise patience. He is actively...
Investment firms have a new client service requirement. This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you want to provide the name and...
“Are you concerned about the inheritance taxes your heirs may have to pay?” Are you concerned about the inheritance taxes your heirs may have to pay? Then you may want to consider creating a charitable lead trust. A charitable lead trust is...
Filial Responsibility Laws Could you be required to provide financial support to your parents? Imagine your parents outliving their money. A terrible thought, right? Should this occur, there will be one of two outcomes. Either your parents will move in...