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Financial PlanningWe believe that financial planning requires a commitment by the client -- a commitment to provide complete information, to learn new concepts, to examine choices in light of your own goals, and even to change behavior in saving, spending and investing patterns. This is a far cry from taking up a hobby, or chasing the most recently touted investment product.
Retirement PlanningDave wrote about the evolution of client web sites in the November/December 2002 Journal of Retirement Planning (CCH, Inc.). The article discussed three levels of web sites and why you should skip the first two.
Long Term CareShould they consider a long-term care insurance policy? The average cost of a private room in a nursing home -- now topping $87,000 annually nationwide -- can put a tremendous financial burden on a family.1 For this reason, long-term care insurance can be a prudent addition to the financial plan of older parents.
Asset ManagementIf you are close to retirement, or wondering if you are doing the right things to get closer to retirement, you and Blunck Financial might just be a good fit. Put 26 years of experience to work for you. Our knowledge and common sense in financial planning and asset management can make the difference.
Wealth ManagementBecause of the possibility of human or mechanical error by Wealth Management Systems Inc. or its sources, neither Wealth Management Systems Inc. nor its sources guarantees the accuracy, adequacy, completeness or availability of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. In no event shall Wealth Management Systems Inc. be liable for any indirect, special or consequential damages in connection with subscriber's or others' use of the content.
Investment ManagementJournal of Portfolio Management, Journal of Derivatives, Pension and Investments. In his book The Handbook of Inflation Hedging Investments, Greer discusses the importance of inflation hedging, which hedges work best, and what percentages should be allocated to real return investments and to each specific investment.
Mutual FundsInvesting in mutual funds involves risk, including loss of principal. Mutual funds are offered and sold by prospectus only. You should carefully consider the investment objectives, risks, expenses and charges of the investment company before you invest. For more complete information about any mutual fund, including risks, charges and expenses, please contact your financial professional to obtain a prospectus. The prospectus contains this and other information. Read it carefully before you invest.
Income TaxAnother is placing assets in an irrevocable living trust. Income taxes on revenue-generating assets placed in such a trust are paid by the trust itself, not by them. In addition, the assets in the trust are not considered part of your parents' estate and are therefore not subject to estate taxes when they both pass away. However, "irrevocable" means that generally they cannot change beneficiaries or trustees once they are chosen; your parents also relinquish control of their assets once they are placed in the trust.
Disclaimer: YP recommends that you always check with the business for pricing and availability of products and services. Although YP believes this information to be correct when posted, it is always subject to change by the business, so YP cannot guarantee the current accuracy of any product, service, inventory or pricing information shown here. YP’s display of a products or services list for a business does not imply any affiliation with, endorsement of or sponsorship between YP and either the listed business or any of the products or services included on such list.
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