Professional Edge

You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year for your retirement flight as Fed Chairman Powell made a firm stand on combating inflation - Rate hikes never before experienced Borrowing cost on a 30-year mortgage has doubled - 7%+ mortgage rates Credit Ca...

Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an onli...

Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an onli...

Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an onli...

Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an onli...

What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective. 2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective? 50% of all individuals do not hav...

What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective. 2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective? 50% of all individuals do not hav...

What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective. 2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective? 50% of all individuals do not hav...

What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective. 2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective? 50% of all individuals do not hav...

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax plannin...

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax plannin...

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax plannin...

We all have one: A "financial, tax and estate planning junk drawer" . Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax planni...

The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation - Another 75 basis point adjustment in the Federal Funds rate is almost a certainty Borrowing cost on a 30-year mortgage has doubled - 7%+ mortgage rates Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you nee...

The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation - Another 75 basis point adjustment in the Federal Funds rate is almost a certainty Borrowing cost on a 30-year mortgage has doubled - 7%+ mortgage rates Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you nee...

The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation - Another 75 basis point adjustment in the Federal Funds rate is almost a certainty Borrowing cost on a 30-year mortgage has doubled - 7%+ mortgage rates Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you nee...

The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation - Another 75 basis point adjustment in the Federal Funds rate is almost a certainty Borrowing cost on a 30-year mortgage has doubled - 7%+ mortgage rates Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you nee...

Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds Rate Borrowing cost on a 30-year mortgage has doubled Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement i...

Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds Rate Borrowing cost on a 30-year mortgage has doubled Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement i...

Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds Rate Borrowing cost on a 30-year mortgage has doubled Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement i...

Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds Rate Borrowing cost on a 30-year mortgage has doubled Credit Card interest rates have jumped Yet, unemployment remains at historic lows Have you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement i...

What does an Octopus have to do with Inflation? Inflation Adjustments Bonds Preferred Stocks Equities Create a Tax Asset Is now the time to make a gift Sequence of Return Risk Emotional Reaction Have you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning? Taking advantage of THE BUNDLE To a prosperous and happy 2022!! Sean G. Todd, Esq., M. Tax, C...

What does an Octopus have to do with Inflation? Inflation Adjustments Bonds Preferred Stocks Equities Create a Tax Asset Is now the time to make a gift Sequence of Return Risk Emotional Reaction Have you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning? Taking advantage of THE BUNDLE To a prosperous and happy 2022!! Sean G. Todd, Esq., M. Tax, C...

What does an Octopus have to do with Inflation? Inflation Adjustments Bonds Preferred Stocks Equities Create a Tax Asset Is now the time to make a gift Sequence of Return Risk Emotional Reaction Have you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning? Taking advantage of THE BUNDLE To a prosperous and happy 2022!! Sean G. Todd, Esq., M. Tax, C...

What does an Octopus have to do with Inflation? Inflation Adjustments Bonds Preferred Stocks Equities Create a Tax Asset Is now the time to make a gift Sequence of Return Risk Emotional Reaction Have you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning? Taking advantage of THE BUNDLE To a prosperous and happy 2022!! Sean G. Todd, Esq., M. Tax, C...