Categorized Archives: Wealth Transfers

Ed Slott Talks Taxes


Posted in: Business Owner, Retirement Planning, Taxes, Wealth Transfers

As I grew in experience, one name kept coming up as the pre-eminent expert in this field: Ed Slott. Ed Slott is a CPA who offers his expertise to financial advisors around the country. The Wall Street Journal has called Ed “The Best Source for IRA Advice.”

Why am I singing the praises of Ed Slott? We have talked to many people about the role taxes play in planning for your IRA and other retirement accounts. Ed has a quick 10 minute video that explains in “plain English” what we have been preaching at our office. Below is the video by Ed entitled, “Life Insurance for Life and Beyond” which explains the concept of re-positioning your taxable and tax-deferred assets to tax-free and eliminating the five risks you have in your current portfolio.

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Parents on the hook… Student Loans


Posted in: College Planning, Wealth Transfers

Over the last 10 years, the average cost of attendance for America’s universities has risen over 80%.  What does that mean for the families that are trying to send their children to college?  Most parents want their kids to go to college but don’t know how they are going to pay for it. Illinois’ premier […]

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Pay More Taxes…


Posted in: General, Taxes, Wealth Transfers

The next few months are really going to be important in shaping the future of our country, both in the short term and the long term. After the election plays out the next drama will be the massive tax increases that will hit our country if nothing is changed by congress.

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