Entries by Barry Goldwater

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ARE YOU TAKING ADVANTAGE OF THE TAX FREE ZONE?

Remember the “good old days”  when after-dinner  discussion on Sunday revolved around sports, food, family, and finances? Food was all about the just-eaten meal, sports covered Mickey Mantle vs. Willie Mays, family was about that one annoying relative, and I distinctly remember finances being about smart men putting their money in Municipal Bonds.  As an […]

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I DON’T LOSE WHEN THE MARKET IS BAD? Tell me more….

I wonder how many people truly understand an Indexing Strategy in  an insurance based environment? We’ve all been educated about Indexing Strategies in mutual funds, ETF’s and so on. But as a rule,   people have very little knowledge when it comes   to insurance indexing strategies—yet they do exist.  What’s more, the money in these assets […]

NEW PRODUCT BULLETIN: QLAC

A QLAC (\ˈkyü-lak\) or Qualified Longevity Annuity Contract, is a new product and concept just approved by the Treasury Department which allows people who do not need the income from their qualified retirement plan and who do not want to pay the tax on forced income, to defer $125,000 into a QLAC contract. Money in […]

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What Does the CPA Firm of the Future Look Like?

In the manufacturing and consumer world, product innovation is a given – the Apple iPad was introduced in 2010 – today we’re on the 4th Generation version, not to mention the iPad Mini and the iPad Air. Manufacturing and consumer business models have changed significantly and Henry Ford’s famous quote “any color so long as […]

15 Retirement Facts & Figures

Did You Know? With today’s economic climate, how we will manage financially in retirement looms large for many people, with many people taking a long, hard look at their retirement strategy to see how survivable their nest egg really is… Today, 85% of Americans are worried about their retirement prospects. The following Facts & Figures […]

Charitable Gift Annuity – A Win-Win for All

In the world of non-profit fundraising, Charitable Gift Annuities fall into the scope of Planned Giving but are often regarded with skepticism because they require more in terms of education, planning, negotiation and counsel than most other gifts. Yet Charitable Gift Annuities offer opportunities for discussion that yield benefits not only to the charity but […]