by Arthur Geffen | May 15, 2019 | Life Insurance, Retirement Planning
Whether it’s lifetime income, tax deferral or the prospect of protection from falling markets, an annuity can sound like a good idea for many investors. But clients ought to bring plenty of questions and some skepticism to the table before they commit. “We know...
by Arthur Geffen | May 13, 2019 | Misc
A Kentucky teen banned from his high school because he didn’t get vaccinated for chickenpox can return to the classroom, but the reason doesn’t stem from his religious freedom case. Jerome Kunkel, 18, can return to class because he contracted chickenpox, he...
by Arthur Geffen | Apr 30, 2019 | Estate Planning, Estate Planning Solutions, Estate Tax, Income Tax
Less estate tax planning may be better for longer-living richThanks to longer retirement horizons, rich households may benefit from doing less tax-related estate planning, experts told Bloomberg. “People used to do a lot of wealth transfer planning when they...
by Arthur Geffen | Apr 30, 2019 | Income Tax
Anyone who pays attention to state government knows Illinois’ fiscal system is a hot mess. Illinois has a huge — as in $8 billion plus — accumulated deficit in its General Fund. Not good, considering over $9 out of every $10 of spending on...
by Arthur Geffen | Apr 15, 2019 | Tax, Tax Planning, Tax Preparation, Tax Solutions
VERY INTERESTING READ The Tax Cuts and Jobs Act of 2017 left some Americans celebrating their gains, others decrying losses, and a good chunk of the nation unsure of what to think, actually. That’s to be expected – it will take time to understand the true impact of...
