May 15, 2009
As the jagged ripple of our economic situation continues to influence every aspect of our lives, a recent Wall Street Journal article on Gift Annuities caught my eye.
The article, “Donors Find Gift Annuities Can Stop Giving,” reviews how the market’s turmoil has sapped some charities’ ability to pay out promised yields.
This is an issue that [...]
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February 12, 2009
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In the past several weeks, I’ve shared some powerful planning strategies with you in hopes of helping you protect and transfer wealth during these tough times.Over the last year, many families have suffered big hits on their stock and real estate portfolios. I can understand why they froze or drastically slowed down their financial dealings. [...]
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