The term “asset protection” has many connotations. For most people it means shielding assets from claims of creditors. Because we live in a very litigious society, it’s probably wise to consider creating a minimum level of wealth that no one can take away from you.   There are essentially three different ways to protect assets:…

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When planning for retirement, it’s important to make several assumptions concerning expected investment returns, life expectancy and inflation. If you utilize conservative assumptions regarding these factors, your chances of not running out of money will improve. However, according to David Blanchett, the head of retirement research for Morningstar, stocks are likely to return in the…

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Many successful people have become wealthy from real estate investments. According to Forbes, about 10 percent of the world’s billionaires created their wealth from real estate. A significant portion of these investors were very “hands-on” over the years in the development and management of their properties.   Many real estate investors envision a retirement with…

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