May 2014

Click here to view this month’s newsletter: Creative Wealth Maximization Strategies – May 2014

Below is a summary of the articles in this month’s newsletter:

MAXIMIZING YOUR GOOD FORTUNE THROUGH FINANCIAL INTELLIGENCE

Statistics may say the average American is struggling. But you don’t have to be average.

RETIREMENT INCOME FROM WHOLE LIFE INSURANCE

How a financial “multi-tool” can be reconfigured for a particular phase of your financial life.

A PRIMER ON PROGRESSIVE TAXATION

Should you pay taxes on the “seed” or the “harvest?” Understanding progressive income taxes may help answer the question.

THE NCAA TOURNAMENT BRACKET AND ACCURATE RISK ASSESSMENT

How Warren Buffet’s NCAA Men’s Basketball Tournament contest reveals several insights about risk management.

2014-4736   Exp 4/2016

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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.

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