WEALTH MANAGER

  • How Effective Is Plasma Therapy For Covid-19? Here's All You Need To Know June 15, 2021
    Convalescent Plasma therapy, or simply Plasma therapy, is a medical procedure where patients who have recovered from COVID-19 donate their blood to infected patients to develop antibodies that will help to fight the infection. Plasma therapy has been used for a long time to treat respiratory ...
    drmeghanapande@gmail.com
  • $956.00 after THIS free training April 18, 2021
    Tyler - a Mormon pastor, Frank, Anna, Hernan, David, Keenan, Seth. What do they all have in common? After registering for (and attending) THIS free training workshop, they all made over $918.89 (each) within a few days! ** Tyler E., a Mormon pastor - is now making $123,614 per month ...
    lisaanzel@gmail.com
  • Climbing the Financial Totem Pole to Fund Your Best Life April 2, 2021
    Get Rich Quick is a Lie! I see so many people skipping the stairs and escalator, expecting the elevator to take them straight to the top. They rush to ride the next rocket ship stock or bitcoin, betting it all on momentum and throwing caution to the wind. Getting rich quick seems to be ...
    wordnerd@amandazieba.com
  • PHP Development Outsourcing - Reasons to Outsource PHP Development Projects March 31, 2021
    In this technologically advanced world, where services and products can be availed with just one click, it is critical for every business owner to establish their online presence. After all, the Internet is one of the greatest tools in this modern world, using which you can reach your customers ...
    invedusseo@gmail.com
  • Online Gaming Becoming More Resilient After Crisis March 21, 2021
    The online gaming world has always been hit with some kind of controversy; from the controversies on the security of gambling websites to the scandals on offshore gambling sites to the ongoing conflicts in World of Warcraft and other online games. Despite these ongoing conflicts, the online ...
    shubham@unwiredlearning.com
  • Some simple tips to save money March 6, 2021
    Irrespective of the personal, familial and social status, we are all bound to have a sound financial background in our life. Whether rich or poor, young or old, financial stability is very important to lead a comfortable life. Most of the time, most of us don't give much importance and attention ...
    visioninviews@gmail.com
  • Top Astrologer in India helps to your sucess February 18, 2021
    In the world, there are many Famous Astrologers and Free astrologers. According to history, that predicts the future is impossible. Don’t think astrology is a business. It is different from business. In the past time astrology used by kings, ministers, and powerful peoples to help advise ...
    sritulasi25@gmail.com
  • How Property Damages Claims Works January 29, 2021
    If you suffered an injury or property damage as a result of another person's negligence, then you might be entitled to claim compensation from that person through the process known as property damages claims. These claims can cover the full range of costs incurred as a result of your injuries, ...
    wellfortune.s@gmail.com
  • 6 Easy Ways to Gain A Positive Business Mindset January 10, 2021
    Starting a business, be it as a new business owner, a new branch, or a new business venture is always a daunting task. Plans don’t always go the way they are supposed to and miscalculated predictions are only some of the problems you may encounter, but in business, we know that having a good ...
    vip@clarissaleary.com
  • Slots with High Odds to Win January 6, 2021
    Slot games are so easy to play which is one of the reasons why they are so enjoyable and why they are so popular, but winning them isn’t so easy, and although the outcome of the spin is random, not all slots are the same and have different odds which means you are more likely to win some slots ...
    heavenrose500@gmail.com

Wealth Management – Transition from Estate Planning to Risk and Retirement

In the last 5 years, we have transitioned in wealth management from an estate focus to a Wealth Preservation focus.

Since the 90s until recently, most hard working folks were trying to take care of their estates, protect their assets from undue taxation, and use estate planning techniques.

Now, people are more focused on their retirement dollars lasting long enough while using advanced risk management strategies.

If you and your spouse are worth more than 5 million each, then you may have an estate tax problem, however, that scenario is limited to the ultra wealthy.

Most others will focus on their retirement assets, 401K, insurance assets, and other key issues like powers of attorney and trusts.

Good wealth management requires us to review the entire situation including social security, pensions, assets, stocks, land, home, property, tax issues, insurance policies, potential issues such as inheritance,  and even legal documents.  Everything is important and it is a holistic approach.

If you are healthy and have children and a spouse, you should consider life insurance protection that is effective for your budget.  Term insurance can protect your children and your spouse in case you die during the typical 20 year term.  It is cheap and if you can afford it, you can always buy permanent life insurance.

English: "Nettogeldvermögen" net fin...

English: “Nettogeldvermögen” net financial assets (financial assets minus liabilities) of economy sectors of Germany (Photo credit: Wikipedia)