- Stay Connected
Estate Planning for the Estate-Less
People tend to dismiss the necessity of estate planning because they believe their assets are insufficient of such consideration. However, failing to plan for even those with modest assets can…
Can you rely on your business valuation?
Dr. Peter Lohrey, John Raspante and Bill Faiferlick talk about one of the biggest questions facing business owners in transition today. Can they rely on their business valuation? Can business…
Debt-Free Forever How to Take Control of Your Money and Your Life
Today we welcome Gail Vaz-Oxlade, the host of “Til Debt Do U$ Part” on CNBC. We will discuss the 4 Gail Rules of Money, and how to have a life…
Do you have banking privacy any longer?
The worst thing about being famous is the invasion of your privacy. Our modern bank privacy rules treat us all like celebrities in the worst way. We have our own…
Divorce, the IRS and Unexpected Tax Consequences
Bill Faiferlick, John Raspante and Arthur Garcia discuss: Divorce, the IRS and Unexpected Tax Consequences. Did you know if you separated after June 1st, you lose your head of household…
What about to US citizens living abroad and their assets?
Americans for a variety of reasons live abroad whether for better employment opportunities, retirement or for cheer pleasure. Unfortunately, for US citizens, there is a landmine of complex reporting requirement…
THE INVESTMENT ANSWER: Learn to Manage Your Money & Protect Your Financial Future
We will speak with Daniel C. Goldie, President of Dan Goldie Financial Services LLC, a registered investment advisory firm that helps individual investors and families manage their money and make…
Muni Meltdown with Ron Henley
Municipal bonds which have been considered the cornerstone of conservative financial planning are now beginning to show signs of fracturing. People are now beginning to understand that one of this…
Protecting your assets with Captive Insurance Companies
As the government targets business owners and wealthy individuals, a tried and true opportunity to reign in over-taxation is through a captive insurance company. Today, Captives are no longer just…
Can you insure your assets in case of a divorce?
John Logan Founder, CEO and Chairman of SafeGuard Guaranty Corporation, developed Marriage Assurance to provide both wealth and much needed financial protection for married individuals worldwide. Bill Faiferlick and John…