by Greg Bates | Nov 2, 2018 | Financial Industry News, Insurance Planning
National Long-Term Care Awareness Month is an annual designation observed in November. Did you know that 70% of men and women over the age of 65 will need some kind of long-term care services? This kind of care can be very expensive and take a toll on the family as a...
by Greg Bates | Oct 29, 2018 | Financial Industry News
When an appeals court vacated the Department of Labor’s fiduciary rule, many states decided to take the fiduciary issue into their own hands. Then, the Securities and Exchange Commission put forth a rule package that would require brokers and advisors to act in...
by Greg Bates | Oct 19, 2018 | Estate Planning
A common reason why some people don’t engage in estate planning is a fear that their families will fight after their death, when their motives and activities will be subjected to unwanted intense public scrutiny. Because it provides a medium for the public...
by Greg Bates | Sep 17, 2018 | Estate Planning
When the Tax Cuts and Jobs Act went into effect, many clients and advisors assumed that their days of worrying about the estate tax were largely over. Not so fast. As of January 1, 2018, the act doubled the federal estate tax exemption amount to a whopping $11.18...
by Greg Bates | Sep 10, 2018 | Uncategorized
When it comes to financial fitness, we are all on a journey that encompasses many small steps. Several of these may seem obvious, like having a budget, buying life insurance, or saving for retirement. But financial fitness also includes our health. Surprisingly, how...
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