Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With
retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right beneficiaries.
2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
Interest rates spiked on the heels of news that a COVID-19 vaccine may be available soon.
For the week ending November 12, the average rate for a 30-year fixed-rate mortgage was 2.84% with 0.7 discount points paid, according to Freddie Mac’s weekly Primary Mortgage Market Survey.
In today’s corporate environment, cost cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer you’ve received is a good one? By evaluating it carefully to make sure that the offer fits your needs.
Read full article here… https://www.aurochsfinancial.com/wp-content/uploads/2020/11/Evaluating-an-Early-Retirement-Offer.pdf
2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
Sometimes, an inheritance lands in your lap when you aren’t expecting it. Whether due to the untimely death of a loved one, or because you were a named heir and didn’t know it, the unplanned event may prompt uncertainty about how to handle the assets.
Money discussions can affect your relationship, especially if you put those talks off too long. You and your partner need to get on the same page and talk honestly—and regularly —about finances.
The Covid-19 pandemic has upended conventional wisdom in oil markets (prices will never go negative) and car sales (electric vehicle numbers will fall off a cliff). At the end of the summer, it hit another decades-old trend, at least in the U.S. For the first time since at least 1960, U.S. personal consumption expenditure on electricity was higher than it was on gasoline.
2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
Long-term care insurance isn’t an easy sell in the best of times. Who wants to be reminded that they might spend their final days in a nursing home? Now, with many care facilities ravaged by COVID-19, the reputation of institutional living has taken a hit, and buying insurance to help pay for it might be a low priority.
But long-term care considerations should be part of any retirement plan.Read More