Protecting your assets

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…

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Rough road ahead for retirees?

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…

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Tax-free 1031 real estate exchange

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…

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