Estate Planning- Trusts

Key Considerations for Smooth Wealth Transfer Planning

Key Considerations for Smooth Wealth Transfer Planning. Components of a robust estate plan include a will, trusts, a power of attorney, and healthcare directives. A will specifies how your assets should be distributed upon your death. Trusts, which hold and manage assets on behalf of beneficiaries, can be tailored to meet specific needs, such as reducing estate taxes or providing for minor children. A power of attorney grants someone the authority to make financial and legal decisions on your behalf if you become incapacitated, while healthcare directives outline your medical treatment preferences.
Homeowners insurance

4 Tips to Lower Your Homeowners Insurance Costs

By Tim McMahon | June 28, 2013

Having adequate homeowner’s insurance is important because it will cover you if something happens to your home/belongings. Having appropriate coverage when you buy your home can give you peace of mind and protect your investment. For example, dog bite injuries are common and happen more often than you think. And as a homeowner you are […]

Read More

Money Potholes on the Marriage Road

By Tim McMahon | June 27, 2013

You’re driving along the road of personal finance; your sweetie is in the passenger seat, and WHAM! You hit a pothole. Unfortunately, that’s what often happens not just in a car but in a family budget. Many people don’t discuss money while dating, so it’s a big thing when it comes to marriage. You want to make […]

Read More

How Much Car Insurance Do I Need?

By Tim McMahon | June 26, 2013

There are several major components of car insurance including “liability”, “collision” and “comprehensive”, in  a nutshell,   liability covers you if someone sues you while the others cover the repair or replacement of your vehicle. see Car Insurance Terminology for Newbies for more details. Recent studies have shown that often vehicles are over-insured. It is rare to hear this from an insurance company […]

Read More
Eliminate credit card debt

Family Action Plan: How to Eliminate Credit Card Debt

By Guest Author | June 24, 2013

Credit card debt can sneak up on the best of us. After all, there’s just so much stuff to buy. There are new shoes, video games, and that out-of-state trip to Vegas. Unfortunately, the interest rates cripple your bank balance and you soon find yourself in credit card debt. You can feel as if you […]

Read More
Texas Coin

Why You Should Keep Collector Coins in Dry, Secure Storage

By Guest Author | June 24, 2013

Thanks to the area’s economic interaction with Mexico prior to the Mexican-American war, both traders and searchers alike can acquire some unique and valuable coins in the Forth Worth area.Getting those great pieces means taking good care of them, and sometimes your house is exactly the wrong place for that. Here’s why local storage facilities can be a better […]

Read More
Home-fort-meyers

More House Hunting Tips For New Families

By Guest Author | June 21, 2013

Last week we presented House Hunting Tips For New Families and an excellent article by Dennis Miller Is Now the Time to Take Advantage of the Current Buyer’s Market in Real Estate? with a great story about buying a home and pitting sellers against each other and this week we have a few more tips for you.  […]

Read More
Lawsuit

Reasons Other Than Just Financial for Insurance Claims

By Guest Author | June 20, 2013

Accidents can happen to anyone at any time. You might get away without any injury, but you could just as easily be put out of action for months or even longer. Under the right circumstances, you could be eligible to make a compensation claim. Financial Benefits Obviously for many accidents no amount of money can […]

Read More
Current Buyer's Market in Real Estate?

Is Now the Time to Take Advantage of the Current Buyer’s Market in Real Estate?

By Dennis Miller | June 18, 2013

By Dennis Miller While I spent well over three decades writing books and teaching the subject of negotiations, some of the best lessons I learned on the subject came from luck. Many investment pundits recommend taking full advantage of the current buyer’s market in real estate. Lenders are foreclosing on many properties, often selling them […]

Read More

House Hunting Tips For New Families

By Tim McMahon | June 17, 2013

When it comes to looking for a new home, some people don’t know where to begin. This is especially true for new families with babies and small children. The information below may help a new family find a good home in a timely manner. 1. Do Not Rush the Situation If your family wishes to be […]

Read More
Life Insurance

3 Reasons to Protect Your Family With Life Insurance

By Guest Author | June 17, 2013

No one likes to think about death, but it is inevitable for all of us. If you have a family, one critical element of Estate Planning is to protect your loved ones with a life insurance policy. Whether you choose whole life or term life depends on your personal circumstances. The same principles apply to the amount of […]

Read More

The Quickest Ways to Pay Off Your Student Loan

By Guest Author | June 14, 2013

Finishing university and starting a new phase in your life is an exciting time when you leave behind the wild days of your student life and embark on a career. This also is the time when reality hits you and you realize that you have a hefty student loan to repay. It can be disconcerting to look […]

Read More
Last Will and Testament

Planning Your Estate: 6 Things To Remember

By Tim McMahon | June 14, 2013

One common misconception is that estate planning is only for those who are wealthy or have a large amount of assets to their name. Though not a pleasant topic, some basic estate planning is essential to ensure that your family is not faced with the hassle of court appearances and legal matters when you are […]

Read More
Scroll to Top