In your policy you have a coverage called Guest Family Medical, which usually the limited are preset to 1000.00 but...

You may check various amortization scenarios at: www.dinkytown.comTypically you will want to go with a fixed rate in this environment...

The department of labor audited more than 3100 qualified retirement plans in the last two years. the DOL found that...

A charitable remainder trust enjoys several tax advantages, but is also subject to several restrictions.Income Tax Charitable DeductionThe donor receives...

There are many ways to look at this. For clients that have required minimum distributions (RMD’s) this is an effect...

You may look at your 2010 return by requesting a copy of your tax transcript from the IRS. Additionally, you...

Your tax record should always be ready. update them daily, weekly and monthly. Keep an accurate records of all the...

Tax Implications of Divorce The good news is that the Internal Revenue Service generally doesn’t consider the transfer of assets...

I’m 33 years old. I do have a spouse and four children. That was a huge motivator for me to...

You will probably need to call if you really want to check. Here’s a useful link from FINRA. http://apps.finra.org/DataDirectory/1/prodesignations.aspx

The U.S. Treasury has an easy to use savings bond calculator on their website. Follow the link below: http://www.savingsbonds.gov/BC/SBCPrice

As a financial advisor, the best way for us to help you is to really get to know you as...

An insurance company totals a car if repairs would cost more than it is worth. An insurance company will use...

No

Equity Index Universal Life policies with living benefits is your best bet. You don’t lose your principal, you can elect...

Unfortunately no, it does not have the same impact on your credit score like a default, but it will hurt...

In your example, the 10% surrender charge is deducted from the policies cash value.

I have never heard of a down payment for auto insurance. You are accepted or rejected based on the information...

The best way to answer this question is by first using a recent example: A client of mine has a...

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