Retirement Party!Oct 28, 2013 | Wealth Management
Let us help you plan your retirement party!
If you are nearing retirement or your employer has offered an early retirement program similar to the Next Step Program offered at Toyota Motor Manufacturing Kentucky, we encourage you to give us a call. We get to know you and your family and help you navigate your 401(k) rollover into an IRA and establish an investment program that h...
When there's a will, there's still a way to have a complete mess!Oct 10, 2013 | Wealth Management
Regardless of how well worded your will, or how exquisite your trust, if you forget to update your beneficiary designations on your retirement plans and insurance policies, you are leaving a potential disaster.
He left his fortune to no one!Sep 17, 2013 | Wealth Management
“He was a very smart man but he died like an idiot,” said Paul Skurka of his friend Roman Blum who died last year with an estate worth around $40 million, and, as you probably guessed, no will. Mr. Blum’s story is rather amazing from being a holocaust survivor to a very successful real estate developer...
And down the stretch they come!Aug 7, 2013 | Wealth Management