Click here to view this month’s newsletter: Creative Wealth Maximization Strategies – September 2013
SAVINGS WITH NO STRINGS ATTACHED
Interesting thought: saving for college is a good idea – if the savings aren’t restricted to paying education expenses. Read the economic case for giving everyone a tax advantage for any type of saving.
QUITE POSSIBLY, THE WORLD’S PERFECT FINANCIAL CHOICE?
When the topic is financial protection and savings, life insurance companies can make a Chiquita-style claim for “cash value” or Whole Life policies.
POST-RECESSION JOB POSTING: HOUSEHOLD HR DIRECTOR
The US trend away from full-time employment means each household assumes the role of a Human Resources director.
STATUTE OF LIMITATIONS ON TRANSFERRED ASSETS:
AS LONG AS THE IRS NEEDS IT TO BE
Until the IRS has removed all liens from an estate, beneficiaries do not have unencumbered ownership of transferred assets, even after 41 years!