September 2013

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!

 

2013-9636

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Compliance number: 2013-0115

Ashford Advisors is a General Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY.

Securities products/services and advisory services are offered through Park Avenue Securities, LLC (PAS),  member FINRA, SIPC.  Two Ravinia Drive, Suite 750, Atlanta, GA 30346, 770-390-2600.

PAS is an indirect, wholly owned subsidiary of Guardian. Ashford Advisors is not an affiliate or subsidiary of PAS or Guardian. Ashford Advisors is not an independent registered investment advisor.

Important Disclosures