Archive for November 2017
2 Ways to Allocate Assets
The two dominant philosophies of asset allocating assets are strategic and tactical. The former is best for building wealth when the economic picture brightens, and the latter is better for dealing with uncertainty. Whichever method you favor, diversification is still the way to go. Both asset allocation methods developed from the landmark studies by Gary…
Read MoreRetirement Prosperity Group hosts Holiday Client Mixer
We had such a great time this past week at our Holiday Client Mixer! So many clients came out and got to meet each other while enjoying great food and music! Our Estate Planning Attorney, Healthcare Agency and CPA were all in attendance chatting with clients about any questions or issues they wanted to discuss. As…
Read MoreWhat is a Transfer on Death Designation?
Over the last few months, an increasing number of clients have been asking about transfer-on-death (TOD) designations and how it fits into their estate plan. TOD designations are quite common in the financial industry. They operate very similarly to a beneficiary designation on life insurance or a retirement account. After the TOD designation is completed and…
Read MoreAnother successful Estate Planning 101 Event!
We had another great group for our in-house Estate Planning 101 Event today!  After helping themselves to a light Brunch, our clients got the chance to mix and mingle and chat with others. During the class, clients were able to learn valuable information about Wills, Trusts, Inheritance Taxes, Living Wills and the importance of Powers…
Read MoreRetirement Prosperity Group Attends AMBUCS Charity Wine Auction Event
We were honored to be a part of the AMBUCS Wine Tasting and Auction Charity Event yesterday on Veterans Day  A little about AMBUCS National AMBUCS, Inc. is a nonprofit charitable organization with a diverse membership dedicated to creating mobility and independence for people with disabilities. AMBUCS Members put the mission into action in their own…
Read MoreFounders, Lisa and Daniel Barram featured in MDRT Magazine!
During the month of October, our Founders Lisa and Daniel Barram attended an exclusive industry event hosted by Million Dollar Round Table or MDRT for short. This is an “international network of leading insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service, and…
Read MoreIn-house Estate Planning 101 Workshop
We had such an amazing time with all of our clients this past weekend during our in-house Estate Planning 101 Event! Clients came and got a chance to mix and mingle with other clients and enjoy some breakfast before the workshop taught by Guy F Matthews, Esquire started. Everyone got to learn the basics of…
Read MoreRetirement Doesn’t Have to be an All-or-Nothing Proposition
The majority of childhood is composed of leisure time, the main chunk of adulthood combines work and play, and then the expectation is to return to play mode during retirement. The issue with that traditional cycle is some people fine enjoyment in working. There is a growing trend to retire in phases, or even intermittently,…
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