Blog

A Bucket Plan to Go with Your Bucket List

The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets.

Revising Estate Strategy Assumptions

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller coaster in recent years, the rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.¹

Gary L Deese Recognized by LPL Financial as a Top Financial Advisor

Gary L Deese Recognized by LPL Financial as a Top Financial Advisor

 

U.S. Census Bureau Releases Report on Young Adulthood

In an April 2017 report, the U.S. Census Bureau examines changes in young adulthood over the last 40 years. The study looks at how the economic and demographic characteristics of young adults (ages 18 to 34) have changed from 1975 to 2016.

Test Your Estate Strategy Knowledge

 

Test Your Life Insurance Knowledge

 

Retiree Health Care Coverage Overseas

 

When Special Care Is Needed: The Special Needs Trust

 

Insurance Needs Assessment: When You're Young and Single

 

Does Your Credit Score Affect Your Insurance Rates?

 
Syndicate content

Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Crescent Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.

Gary Deese is licensed to do business in the following states:  SC, NC, GA, CO (securites) and SC, NC, GA, FL (insurance).

Ryan Tripp is licensed to do business in the following states:  SC, NC, GA (securities and insurance).

 

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved