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New Parents

Fees: 401k, IRA, Stocks & Mutual Funds [Video]

The stock market is fee ridden and extremely volatile. These high fees can erode away up to 1/3 of your retirement income. The stock market most recently has been described as “rigged” as reported by 60 Minutes. However, there is a better way to save and invest money. Call us to find out how, 435-429-1600, or visit http://www.FocusWealthGroup.com

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Financial Planning For Doctors

Learn How Enterprise Level Group Practices Build Their Businesses with our Masterclass [Video]

Join us in Charlotte, NC for our Mergers, Acquisitions and Affiliations MasterClass.*Limited to DentistsLearn how Enterprise-Level Groups use equity to fuel their expansion; and how to become your own Director of Business Development to prospect more effectively. Register now: https://bit.ly/Masterclass_MAA For more information visit: https://bit.ly/MasterClassMAandAOver the course of two days, we’ll teach you:• How to be your own Director of Business Development to prospect more effectively• The Acquisition Process from Proposal to LOI to Due Diligence to Closing to Integration• Ways to deploy the same Equity Concepts used by Enterprise-Level Groups to create Minority Partnerships, like rolling equity; affiliations; and capitalization table mergers• Build your Equity on Balance Sheet and use it to Accelerate your Growth Strategy#dentalgrouppractices #dentalgroup #dentalpractices #groupentistry #dentistry #mergersandacquisitions #masterclasses

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Long-Term Care Planning

Estate Planning in your Bucket List [Video]

Estate Planning in your Bucket ListYou’ve probably heard the term “bucket list,” but it can really take a different meaning when you are an estate planning lawyer. We deal with the reality of life and death every day, and we want to help clients maximize what they leave behind. For that reason, here are some items we think everyone should consider when creating an “estate planning bucket list:”First, inventory. Create an inventory of everything you own, including assets such as retirement accounts, stocks, and insurance policies. This is a great way of thoroughly accounting for all that will be left behind.Then come the debts. We live in a time when debt is more common than not, and your estate planning lawyer will encourage you to create a separate list of what you and your estate owe. This includes mortgages, lines of credit, credit card accounts, auto loans, and everything else that comes to mind. Next list your memberships. Everything including AAA, alumni associations, and charities you support. Once you have a list of your assets, you can then locate accounts with beneficiary designations. Retirement accounts are an example of these. You need to ensure the beneficiary you have listed is correct, even if you have something else written in your will. It will be the beneficiary designation that is followed after your passing.Insurance policies also have one or more beneficiaries listed. Once again, make sure all the information is correct and up to date. By pooling these lists and all this information together, you are making the job of your executor easier. An executor is a person you choose to distribute your assets and fulfill the legal obligations of an estate. I, or another estate planning lawyer, can offer advice on choosing the right person. Finally, once you have your estate broken down into lists, the time comes to write your will. Your attorney may also help you create various trusts to ensure your estate is used to your specifications and that taxes are minimized upon your death. Be sure to let loved ones know about your planning and leave copies of important documents with those who may need them. This helps to ensure that your wishes are honored and the administration of your estate goes as smoothly as possible when you are gone. #estateplanning #bucketlist #newyearresolution

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Financial Planning For Doctors

COVID-19: Ontario tightens long-term care and retirement homes restrictions as Omicron cases surge [Video]

Ontario’s chief public health officer Dr. Kieran Moore reported on Tuesday 1,429 cases of COVID-19 in the province, saying the provincial weekly case increase rate is now at 56.4 cases per 100,000 people.The test positivity rate has been steadily increasing and currently at 6.6 per cent, while hospitalizations increased by 13 per cent last week.He added that the Omicron impact on ICU occupancy is still not clear, but “good evidence” is showing the variant is 4 to 8 times more transmissible than the Delta variant, and is spreading among fully-vaccinated people.Due to the Omicron surge, he said long-term care homes and retirement homes in the province will be tightening health measures.General visitors and caregivers will need to be fully vaccinated to enter facilities, and testing for staff, students, volunteers and caregivers will be required twice a week regardless of vaccination status.For more info, please go to https://globalnews.ca/news/8449145/ontario-covid-update-variant/Subscribe to Global News Channel HERE: http://bit.ly/20fcXDcLike Global News on Facebook HERE: http://bit.ly/255GMJQFollow Global News on Twitter HERE: http://bit.ly/1Toz8mtFollow Global News on Instagram HERE: https://bit.ly/2QZaZIB#GlobalNews

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Long-Term Care Planning

The Art of Legacy Planning, Episode 2 – Build Back Better Update [Video]

David T. Phillips, CEO, Estate Planning SpecialistsRichard Durfee, Founder and Senior Partner, The Durfee Law GroupTodd Phillips, President, Estate Planning SpecialistsMelodie Durfee, President, Legacy Global Foundationwww.epmez.com 1-888-892-1102 www.durfeelawgroup.com 1-480-324-8000 Order your estate analysis here:https://shop.epmez.com/products/estate-planning-solutions-suitehttps://shop.epmez.com/products/estate-planning-solutions-suite-retirement-analysisGet access to the reports mentioned in this video here: Use Coupon Code “TAOLP” at Checkout for a Half off these reports:The Art of Legacy Planning, Episode 1 https://youtu.be/XprpZb5HRH4Disinherit the IRS Report with link https://shop.epmez.com/products/disinherit-the-irs-reportBombshell Battle Plan Report – https://shop.epmez.com/products/the-bombshell-battle-plan-how-to-defend-against-the-irs-secret-weapon-post-2020-election-and-secure-act-preorderEstate & Tax Planning After The Election Video https://youtu.be/RRZ3wy8vt3A

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New Parents

Happy Holidays from American Equity [Video]

American Equity celebrates the holidays with team members spreading good cheer and giving back. Happy Holidays!To learn more about American Equity, visit https://www.american-equity.com/

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Insurance Planning

Federalism and Broadband Spending: Finding the Right Approach [2021 National Lawyers Convention] [Video]

The 2021 National Lawyers Convention took place November 11-13, 2021 at the Mayflower Hotel in Washington, DC. The topic of the conference was “Public and Private Power: Preserving Freedom or Preventing Harm?”. This panel covered “Federalism and Broadband Spending: Finding the Right Approach.”The COVID-19 pandemic accelerated the desire for increased—indeed, universal—broadband access. This panel focused on the infusion of federal and state funding into broadband networks, exploring the ways in which states and private actors can play a role in ubiquitous deployment, the appropriate role of the FCC and other government agencies, including the USDA, NTIA, and DOE, how the FCC’s Universal Service programs can continue to facilitate deployment and adoption, and the terms that should accompany government funding distributed through states and federal agencies.Featuring:- Commissioner Brendan Carr, Federal Communications Commission- State Sen. Eric Allan Koch, Indiana State Senate- Dr. Roslyn Layton, Senior Vice President, Strand Consult- Moderator: Judge Steven Menashi, United States Court of Appeals, Second Circuit*******As always, the Federalist Society takes no position on particular legal or public policy issues; all expressions of opinion are those of the speakers.

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Retirement Planning

John Starke of Centaurus Financial Inc Discusses Annuity Alternatives [Video]

John Starke | Centaurus Financial Inc. | https://www.johnstarke.com/In this video of Retirement News Online, John Starke of Centaurus Financial Inc discusses helpful annuity alternatives.