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Introduction to Estate Planning

Submitted by Guidant Planning on October 20th, 2019

What is estate planning?

Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death. It is the process of developing and implementing a master plan that facilitates the distribution of your property after your death and according to your goals and objectives.


 

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Five Times in Your Life When You Might Need Help with Your Finances

Submitted by Guidant Planning on October 20th, 2019

As you move through different stages of life, you will face new and unique financial situations. Did you just get engaged? Perhaps you are wondering how you and your partner are going to manage your money together. Do you have children? Maybe you are looking for ways to pay for their college education.

 

Tags:
  • estate planning
  • retirement
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What is the Secure Act, and why do I care?

Submitted by Guidant Planning on October 15th, 2019

The House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act on May 23, 2019.  It passed by a large margin 417/3 and but has been stalled at the Senate level.  The proposed bill has more than 20 provisions and if passed by the Senate and signed by

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What You Need to Know About Side Hustles

Submitted by Guidant Planning on October 13th, 2019

Do you want to earn some extra money doing what you enjoy on your own time? Consider pursuing a side hustle, which can be defined as any type of work undertaken in addition to a full-time job. Generally, side hustles are freelance or piecework in nature. Depending on how much time and energy you put into a side hustle, you could earn a significant supplemental income.

 

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  • General Education
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Balancing 401(k) and HSA Contributions

Submitted by Guidant Planning on October 13th, 2019

If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder how best to take advantage of them. Determining how much to contribute to each type of plan will require some careful thought and strategic planning.

 

Understand the tax benefits

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How much will health care cost?

Submitted by Guidant Planning on October 7th, 2019

Retirement health-care costs will vary depending on your health and longevity, but it may help to have a guideline.

Tags:
  • financial planning
  • insurance
  • medicare
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Social Security: Shoring Up America's Safety Net

Submitted by Guidant Planning on October 6th, 2019

Ever since a legal secretary named Ida May Fuller received the first Social Security retirement check in 1940, Americans have been counting on Social Security to provide much- needed retirement income.

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  • social security
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The Markets (third quarter through September 30, 2019)

Submitted by Guidant Planning on October 2nd, 2019

The Markets (third quarter through September 30, 2019)

The third quarter was full of ups and downs for stocks, much like the second quarter. Stock values moved in response to the rhetoric from the participants in the trade war between the United States and China. The Federal Reserve lowered interest rates two times during the quarter.

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  • A Month In Review
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Real Estate Investing 101

Submitted by Guidant Planning on September 29th, 2019

Historically low mortgage interest rates and rising home values are just a couple of reasons why investors may be drawn to real estate investing. Not only does real estate have the potential to provide a steady income stream, but it can help diversify an investment portfolio and act as a hedge against inflation.

 

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  • General Education
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Life Insurance with Long-Term Care Benefits

Submitted by Guidant Planning on September 22nd, 2019

If you are concerned about the high costs of long-term care but don't want to purchase traditional long-term care (LTC) insurance, you might consider two strategies that combine permanent life insurance coverage with long-term care benefits.

 

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  • financial planning
  • insurance
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Allen Yee is a registered representative offering securities through First Allied Securities, Inc., a registered broker/dealer (member FINRA / SIPC). Advisory services offered through Guidant Planning, Inc. and First Allied Advisory Services, Inc., both registered investment advisers. Guidant Planning, Inc. is not affiliated with First Allied Securities, Inc. and/or First Allied Advisory Services, Inc.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration. Privacy Policy. The websites listed are being provided for information purposes only. Although we assume the information is factually accurate, we are not responsible for the content as we are not affiliated with and do not endorse, authorize or sponsor any of the listed websites or their respective sponsors. First Allied Securities, Inc. is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. First Allied Securities, Inc. is not responsible for the content of any website or the collection or use of information regarding website’s users and/or members.

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