How to Get a Loved One to Visit an Estate Planning Attorney Before It's Too LateIf there's a family member or a friend in your life who refuses to do their will and get their estate in order, here are some tips to finally get them to take action.Not long ago I wrote about “Mario,” an exceptional …
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Retirement and Estate Planning Opportunities after the SECURE Act
Retirement and Estate Planning Opportunities after the SECURE ActHave a big IRA or a trust? Your strategies for limiting the tax burdens on your beneficiaries may have just changed ... a LOT.If you haven’t learned by now, the Setting Every Community Up for Retirement Enhancement Act (known as the …
Watch Out for a New Tax Bomb, Courtesy of the SECURE Act
Watch Out for a New Tax Bomb, Courtesy of the SECURE Act Don't let the death of the "stretch IRA" diminish your legacy. Here are three strategies to consider to keep the inheritance you plan on passing down from blowing up. To say it’s going to take some time for the dust to settle around the …
What I Do And How I Can Help
By Bill Monte, CLU, ChFC, CLTC, LTCP When it comes to our money, we know we need to prepare for retirement, plan for major milestones (like paying for your child’s college education or wedding), pay off debt, and make saving a priority. But what about those more complicated planning issues that …
Why I Chose A Career In The Financial Services Industry
By Bill Monte, CLU, ChFC, CLTC, LTCP Sometimes the things you enjoy and the things you have a knack for merge together and you find yourself with the opportunity to make a career out of your passions and skills. That’s my story of how I became a financial advisor. When I was young, I was …