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The Retirement Threat Most People Overlook – Wealth & Legacy Blog
https://wealthandlegacy.wordpress.com/2016/05/24/the-retirement-threat-most-people-overlook
Wealth and Legacy Blog. By Marion Consulting, LLC. The Retirement Threat Most People Overlook. May 24, 2016. August 5, 2016. By Wealth and Legacy. Protect Your Clients and Yourself. How important is it that your money lasts for the duration of your retirement? Most people would answer that it is the essential consideration. Yet, few people are aware of one of the most severe threats to their retirement wealth. The bad news is that there is nothing an investor/retiree can do to control the timing of the m...
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Wealth & Legacy Blog
https://wealthandlegacy.wordpress.com/2015/09/28/84
Wealth and Legacy Blog. By Marion Consulting, LLC. September 28, 2015. November 11, 2015. By Wealth and Legacy. Should your clients form a Captive? Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. You are commenting using your Facebook account. ( Log Out. Notify me of new comments via email.
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Should your clients form a Captive? – Wealth & Legacy Blog
https://wealthandlegacy.wordpress.com/2015/09/29/should-your-clients-form-a-captive
Wealth and Legacy Blog. By Marion Consulting, LLC. Should your clients form a Captive? September 29, 2015. October 30, 2015. By Wealth and Legacy. Read the article at the link below to learn about the upsides and downsides of Captive insurance companies, and see if they are right for your clients and their businesses. Click here to view the article. Important Estate Planning Development. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:.
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The 5 Costly Mistakes in Most Estate Plans – Wealth & Legacy Blog
https://wealthandlegacy.wordpress.com/2015/11/06/the-5-costly-mistakes-in-most-estate-plans
Wealth and Legacy Blog. By Marion Consulting, LLC. The 5 Costly Mistakes in Most Estate Plans. November 6, 2015. November 9, 2015. By Wealth and Legacy. There are numerous mistakes that are regularly made in Estate Planning. They can result in millions of dollars lost to taxes, painful family divisions, expensive and public probate processes, and other major inconveniences that can be avoided with proper planning. Do you know anyone who might benefit from seeing this list? Leave a Reply Cancel reply.
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Client Testimonials - Wordpix Solutions
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Communicating creatively in print and online. What Wordpix Clients Say. Bill and I are highly pleased with your makeover of Lone Wolf page. A definite improvement. - Les Boston,. Studio City, CA, stoneandscott.com. Wordpix gave us a 'bonus'. We are really satisfied with the web site Wordpix designed for C&P Catalyst. And as a bonus, because of the keyword strategies incorporated by Wordpix, the site has helped us get a lot of international Customers. - Ted Cowan,. Tulsa, OK, C&P Catalyst. Los Angeles, CA.
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Opportunity for Employers – Wealth & Legacy Blog
https://wealthandlegacy.wordpress.com/2016/02/09/opportunity-for-employers
Wealth and Legacy Blog. By Marion Consulting, LLC. February 9, 2016. February 9, 2016. By Wealth and Legacy. Retirement sounds like fun, right? Given the lack of preparedness among the majority of Americans, it should actually be a major cause for concern. More than 10,000 people in the US reach retirement age every day! Recently, The Scottsdale Independent published an article from Marion Consulting about the unique opportunity for business owners to help key employees plan for retirement.
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About – Wealth & Legacy Blog
https://wealthandlegacy.wordpress.com/about
Wealth and Legacy Blog. By Marion Consulting, LLC. Wealth and Legacy is the blog of Marion Consulting, LLC. For more than 35 years, Marion Consulting, LLC has assisted families with wealth preservation and legacy planning. We design and implement state of the art strategies for our clients in the areas of estate planning, philanthropy, life insurance, business succession, executive retirement benefits, core employee benefits, and investment management. Leave a Reply Cancel reply. Enter your comment here.
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Wealth and Legacy – Wealth & Legacy Blog
https://wealthandlegacy.wordpress.com/author/marionconsultingllc
Wealth and Legacy Blog. By Marion Consulting, LLC. Author: Wealth and Legacy. The Retirement Threat Most People Overlook. May 24, 2016. August 5, 2016. By Wealth and Legacy. Protect Your Clients and Yourself. How important is it that your money lasts for the duration of your retirement? Most people would answer that it is the essential consideration. Yet, few people are aware of one of the most severe threats to their retirement wealth. The bad news is that there is nothing an investor/retiree can do to ...
wealthandlegacy.wordpress.com
Important Estate Planning Development – Wealth & Legacy Blog
https://wealthandlegacy.wordpress.com/2015/10/14/important-estate-planning-development
Wealth and Legacy Blog. By Marion Consulting, LLC. Important Estate Planning Development. October 14, 2015. October 30, 2015. By Wealth and Legacy. Decanting is one of the most important developments in estate planning in a long time. Steve Oshins, Esq., AEP. Click here for “A Guide to Trust Decanting” by Steve Oshins. Click here for the commentary by Kristen Simmons. Kristen Simmons, EPLS, AEP is a member at the Law Offices of Oshins and Associates, LLC, Las Vegas, Nevada. Leave a Reply Cancel reply.
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