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School of Financial Planning

Critical Estate Documents

Financial Documents Joint Ownership Durable Power of Attorney Living Trust What does it do? Enables you to own property jointly with another person Authorizes someone to handle legal and financial decisions if you become incapacitated Holds your belongings until your death Can it authorize someone to handle your financial affairs if you are unable to […]

Key Financial Data For 2016

A handy reference guide of 2016 financial data including tax brackets, exemptions, deductions, retirement plan contribution limits, and Social Security and Medicare benefit information. This guide also provides key financial information for CPAs, attorneys and other professionals. Click Here to Download

Is Your Company-Sponsored Retirement Plan Changing?

TO ALL 401(k), 403(b), Governmental 457(b) and pension plan participants facing separation from their employer due to mergers, company purchases, retirement, or termination for any reason. Your termination, or a plan termination, triggers options for you regarding your current retirement plan(s). You need to know and understand your options regarding your current retirement plan. While […]

Tax-Free Growth And Tax-Free Income For Your Heirs

In this article written by Warren Baker, an attorney in Seattle, WA, he explores an estate planning technique that can generate tax-free growth and tax-free income for your heirs, while helping you maintain some control over the assets after you are gone. If you have more in retirement accounts then you will need to fund […]

Inflation & Your Money

“If the current annual inflation rate is only 1.6%, why does my grocery bill seem like it’s 10% higher than last year?” Many of us ask ourselves that question, and it illustrates the importance of understanding how inflation is reported and how it can affect investments. Inflation is defined as an upward movement in the […]

Do You Have Retirement Plan Accounts Scattered Hither And Yonder?

Many folks have retirement plan accounts with prior employers and are not sure about the best way to manage all of them. In some cases, individuals have multiple prior employer 401(k), 403(b) and/or pension plan accounts and are really confused about them. The good news is that most of them can be rolled over into […]

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