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 More

Trends 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 More

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 More

Retirement 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 More

What 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 More

Another 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 More

Retirement 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 More