Category Archives for Uncategorized

3 Reasons to Update your Estate Plan

Financial Planner Westport, CT

Have you ever wondered how you would know if it’s already time to update your Estate Plan? How you would know if it’s time to update your Estate Plan: -Estate Plan should be updated for the only reason around, Change. If everything is the same like nothing changes, there’s nothing to do with it. From […]

Continue reading

Strategy to avoid estate tax and protect your wealth

Importance of Irrevocable Trust to avoid estate taxes and protect your wealth You should know how to recognize what solutions are available to help you mitigate and eliminate potential estate exposure. What is an Irrevocable Trust? -a separate legal entity that holds your assets that can be potentially be protected from creditors and estate taxes. […]

Continue reading

Who needs a revocable trust?

Investment Management Westport, CT

Revocable Trust should be the Centerpiece of your Estate Plan Here is something most people often got overlook in the financial world, no matter what level of wealth you have, whether you have massive wealth or you’re just starting to accumulate wealth a Revocable Trust should sit at the center of every estate plan. A […]

Continue reading

How does a business manage risk and control insurance costs?

Retirement planning Westport, CT

There are several strategies how a business can manage risk and control insurance costs. This video will discuss one of them and is an interesting and in some cases can be powerful solution for business owners to: Manage and control Risk Mitigate Business Insurance Premium costs Potential to boost your Personal Wealth The strategy you […]

Continue reading

Can you time the market?

Wealth Management Westport, CT

Nobody has ever been able to time the Market with any consistency, why is it so hard? In order to consistently and repeatedly time the Market you should know: • When to get out the market • When do you get back in the market • Be able to repeat this over and over again, […]

Continue reading

4 Mistakes when selling a business

Financial Planner Westport, CT

4 Common Mistakes Business owners make when selling a business, and how to avoid them Have you ever thought of selling your business? You should know the 4 common mistakes which many business owners make and knowing these mistakes will help people to learn to avoid them when selling their business. Importance of knowing these […]

Continue reading

One Simple Way to Protect your Wealth?

Wealth Management Westport, CT

How will you Protect your Wealth? Here are some questions that you also need to think of in order to protect your wealth: -What if things go wrong? -What if things didn’t go according to plan? -What if you or your child cause an accident? -What if you are sued? Start thinking about your wealth […]

Continue reading

Avoiding Investor Mistakes in Bubbles, Part 1

Investment Management Westport, CT

Avoiding Investor Mistakes in Bubbles, Part 1 Key Takeaways I believe that the wounds from the tech crash of 2000 and the housing bust of 2008–2009 are still fresh in investors’ minds. Don’t let the record high levels of the Dow, S&P 500 or other index fool you into thinking the markets are “overvalued.” The […]

Continue reading

Avoiding Investor Mistakes Made During Bear Markets-This time it’s NOT different

Financial Planner Westport, CT

Avoiding Investor Mistakes Made During Bear Markets-This time it’s NOT different Key Takeaways Bear markets are painful, but given enough time, they always have paved the way for a fresh new bull market. Don’t make irrational decisions during unsettling times or it could take you years to recover. Bear markets occur for a wide variety […]

Continue reading

Avoiding Investor Mistakes Made During Corrections

Financial Advisor Westport, CT

Avoiding Investor Mistakes Made During Corrections Key Takeaways null As John Templeton famously said: “The four most expensive words in the English language are, ‘This time it’s different.’” Market corrections are painful, but historically, given enough time, they have always given way to new bull markets. Don’t make irrational decisions during unsettling times, or it […]

Continue reading
1 2 3 4