Asset protection is not just for the wealthy any longer. When a middle class home can easily run a half million dollars in Florida or another state, and over a million in California or other state, anyone can become a target of lawsuits, divorce courts, and the IRS. You have to dig a well beforeContinue reading “Asset Protection Iron Triangle by Charles Lamm”
Tag Archives: asset protection
Business ownership, real estate and paper assets are your path to wealth building
Business ownership and real estate are the two wealth building asset classes financial advisers typically don’t talk about (because they can’t sell them) even though they are essential components to many wealth plans. Just to be fair, however, business ownership and real estate aren’t for everyone either. These two asset classes have their own setContinue reading “Business ownership, real estate and paper assets are your path to wealth building”
C corporation for the practice, structure for max savings and min taxes
C corporation can be the right choice for many small entities because of the deductions it allows. A C corporation enjoys a full deduction for the cost of employees (including owner employees) health insurance, group term life insurance up to $50k per employee and even long-term care premiums without regard to age-based limitations. A CContinue reading “C corporation for the practice, structure for max savings and min taxes”
Asset Protection Introduction For Small Business Owners
This article is intended for every small business owner/entrepreneur who left behind Corporate America for the opportunity and dream of starting their own business. This entrepreneurial spirit is what made this country what it is today. However, this dream could be shattered very quickly without taking into consideration adequate asset protection plan. The notes belowContinue reading “Asset Protection Introduction For Small Business Owners”
I am your financial advisor working with a team of specialists, investment advisors and other life coaches
Dear Sir, Let me help you with financial strategies to serve your important financial planning needs to balance the financial aspect of your life. Tell me what do you think of your financial advisor. I am not your investment advisor but a holistic financial advisor who also works with investment analyst/advisors and other specialists. What makesContinue reading “I am your financial advisor working with a team of specialists, investment advisors and other life coaches”
Pay yourself first, car and housing are major expenses
401k Fallout
A qualified personal residence trust is a powerful gifting tool that allows a person to protect a primary residence from creditors and to minimize estate taxes
Retirement Planning Dos and Donts every M-F in Mt View
Understanding IRAs Individual Retirement Accounts Understanding Annuities What is my potential estate tax liability What your savings could grow to, an estimate Social security retirement income husband and wife How much will I earn in my lifetime Leasing a car is better than buying Lump Sum today is more beneficial for you 2013 Federal incomeContinue reading “Retirement Planning Dos and Donts every M-F in Mt View”