Assets
Protecting your Most Valuable Asset
For those who are working full time trying to accumulate wealth, their ability to work and make money is often their most valuable asset. For instance, someone who is 35…
Read MoreProtecting your assets
The term “asset protection” has many connotations. For most people it means shielding assets from claims of creditors. Because we live in a very litigious society, it’s probably wise to…
Read MoreHas the 60/40 portfolio lost its mojo?
Ever since the start of the huge bull market in the 1980s and 1990s, the 60/40 portfolio was a great way to reduce the volatility in one’s portfolio. The bond…
Read MoreMedicaid Planning
Florida residents are eligible for free health care and nursing home services if they possess only limited resources. For Florida residents, non-exempt assets must be below $2,000 to qualify. Exempt…
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