Thursday, December 29, 2011

401k Plan Information:How do they work?

With market volatility and misinformation that exists about them, why trust your "nest egg" to these two factors? If you're interested in some alternatives, we have those strategies. Happy New Year's!
https://www.foremostadvice.com/pdfservice/ConceptPiece.27e51aa3-23b6-40c3-819b-1fbce04ec49e.pdf

Tuesday, December 20, 2011

Charitable Remainder Trusts

A charitable remainder trust (CRT) can be a great way for taxpayers to leverage their generosity, producing tax savings that can be used to provide greater benefits to themselves, their spouses, or others, and then to their favorite charities. Tax savings are generated because taxpayers receive income, gift, and estate tax deductions for the value of their donations, and can defer or avoid capital gains tax when appreciated assets are donated.

Charitable Remainder Trusts

https://www.foremostadvice.com/pdfservice/CaseStudy.ff045be2-c1db-44e7-ad29-99f75766e646.pdf

Traveling for the Holidays? From the Life Foundation...how to find peace of mind when traveling this Holiday season

http://www.lifehappens.org/how-i-find-peace-of-mind-when-traveling-tips-from-a-pro/