Posts by Lisa Barram
2017 Year-End Tax Tips: Maximize Your Return
As of this writing, Congress is attempting to reform our tax code. While changes are common with every new presidential administration, an initiative so transforming as to be called “tax reform” is quite unusual — the last major tax overhaul happened during the Reagan administration in 1986.1 According to Fox News, some who may benefit…
Read MoreBest Places to Live in Retirement
Many retirees believe the best place to live in retirement is right in their own home. Let’s explore some of the “best places” where that home might be located and what it might look like. It’s worth noting that the retirement experience varies widely. Some people have the money to relocate or buy a second…
Read MoreRetirement Prosperity Group gives gift donations to the Kelly Anne Dolan Memorial Fund
Thanks to our amazing clients here at Retirement Prosperity Group, we were able to donate 2 large boxes of unwrapped toys, books and over $400 worth of gift cards to the Kelly Anne Dolan Memorial Fund this year! We headed over to the Wissahickon Firehouse in Ambler, PA and dropped off all of our donations.…
Read MoreTrends in Nursing Homes: Cultural Fit
If you or a loved one needs nursing home care, wouldn’t it be nice to live in one that triggered fond memories and felt like coming home? A new trend in nursing homes is to create a community of similarly situated residents, such as those of a particular faith, ethnicity or even an alumni group.…
Read More2 Helpful Tax Strategies
If you’re like most taxpayers, you have no clue about the most effective tax strategies for these financial vehicles – especially if you lack access to expensive accountants and attorneys. Here’s some guidance. Here are two common situations and innovative solutions that might help. You are self-employed and want to save tax. You feel you…
Read More2 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…
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