Archive - June 2016

1
BREXIT and You
2
Negotiate for Better College Financial Aid
3
Motivations Drive Results in Real Financial Planning
4
Understanding the Estate Tax Return
5
BREXIT: Britain’s Independence Day

BREXIT and You

I’m sure most of you have heard that last Thursday, July 23rd, the United Kingdom voted to separate from the European Union. I’m also sure you noticed the market slide of over 3% the following day, Friday July 24th.  The effects of this break-up will be months in the making, and the powers-that- be state the emancipation will take place over the next two years.

So, what does all of this mean to us state-side? And what should we do about it?

First things first, the break up is not yet fully defined. Will it be a complete split or …

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Negotiate for Better College Financial Aid

You may not think of a college acceptance letter as the beginning of negotiations but it can be. You can graduate college without crippling debtLearnVest offers, “4 Tips to Negotiate Your Way to a Better Financial Aid Package” for those who want to leverage an acceptance letter to decrease their college tuition bill. With rolling admissions, you may not be asking at the exact same time as other students.

Don’t Just Show Up. LearnVest advises you to not simply arrive at the school’s financial aid office hoping to talk to someone. Instead, you should figure …

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Motivations Drive Results in Real Financial Planning

Our team provides what we call “real wealth planning” to clients. We talk to prospective clients a lot about it. It is at the epicenter of all that we do to serve, relate to, understand and interact with our clients. (P.S. real wealth planning is not investments, selling insurance or pitching an annuity contract) So, the question becomes- what is the big deal with planning and how do motivations of your advisor play a part in your results?

First, we believe real planning is important to our clients because it helps them live their best life and leave a powerful …

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Understanding the Estate Tax Return

At 31 pages in length, the Estate Tax return is daunting. It becomes worse when you consider that the only time you will encounter it is when a loved one has recently died. But when you dig into it, filing the form doesn’t have to be terribly complicated.

Regarding its length, the good news is that many of the pages will probably not be relevant to the return you have to file. The form is actually only a 4-page return with 27 following pages of possible schedules to attach, mailing instructions, and other purely informational material.

Unfortunately, you have to …

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BREXIT: Britain’s Independence Day

Last Thursday, June 23th, the United Kingdom (UK) voted to leave the European Union by 51.9% to 48.1%. Friday, June 24th, markets dropped in response.

In joining the European Union, member states submit the Treaty on the Functioning of the European Union. Article 288 of this treaty states that all regulations, directives, and decisions of the European Union shall be “binding in its entirety” and as such have the force of law overriding all merely national laws and requiring that such legislation be modified into consistency with the European Union’s regulation.

There is no method for a member state …

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