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Home > Archives for Retirement & Estate Planning

Latest CoStar Commercial Repeat-Sale Analysis: CRE Price Growth Holds Steady as Economic Expansion Remains Resilient

Posted on: August 31, 2016 By: Staff

WASHINGTON, Aug. 31, 2016 (GLOBE NEWSWIRE) -- This month's CoStar Commercial Repeat Sale Indices (CCRSI) provides the market's first look at commercial real estate pricing trends through July 2016. Based on 1,258 repeat sale pairs Read More

RealManage Makes the 2016 Inc. 5000 List as One of the Fastest Growing Private Companies in America

Posted on: August 31, 2016 By: Staff

CARROLLTON, Texas, Aug. 31, 2016 (GLOBE NEWSWIRE) -- For the second year in a row, RealManage has been named to the esteemed Inc. 5000 list as one of the fastest growing privately held companies in America with 52% growth over the Read More

No Pressure Insurance Sales. Buy Life Insurance Without The High-Pressure Sales Pitch

Posted on: July 9, 2015 By: robert

Buying life insurance or any other kind of insurance should never be in a high pressure sales environment. In fact, the first step in buying life insurance should be a needs analysis to see if you should buy any, how much, and Read More

Annuities, Long-Term Care Insurance, The Pension Protection Act, and HIPPA

Posted on: February 1, 2015 By: robert

Public Law 109-280, better known as The Pension Protection Act (PPA), was signed into law into 2006 and it is one of the most important pieces of legislation Congress passed for retirement planning in recent history. For Read More

Long-Term Care Insurance and Planning

Posted on: January 27, 2015 By: robert

The days of use-it-or-lose-it and Medicaid as your only options to pay for extended long-term care are over. Today, policies are on the market that allow for many choices and tailor-made asset protection solutions. With almost Read More

Things You Didn't Know About Divorce and Social Security

Posted on: January 18, 2015 By: robert

Dividing assets during a divorce is often very ugly. This is especially true if you live in a marital property state such as Wisconsin. Because Social Security isn't a dividable individual account, special rules apply to Read More

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