Financial Current

As a service to clients and visitors to our web site, we post articles that appear relevant to current financial and financial planning events.  

Good Health is Priceless: Some Tips for Saving Money and Better Communication with your Doctors

SOME IDEAS FOR MORE EFFICIENT HEALTH CARE (Source: Wikihow.com, with our edits and updates as of November 25, 2011) Keep a journal of your medical problems and treatments.[1] Bring it with you when you visit a doctor. The journal will help you remember the details of what to tell the doctor. In one section, or, if you prefer, a section for each problem, keep a diary of each of your problems. Describe the problem and any changes you notice, being as detailed... 

By |2014-07-27T16:29:32-07:00November 26th, 2011|Financial Current|0 Comments

Estate Planning for a Growing Business

The following is excerpted from a Wall Street Journal article published in October 2010: 

Grantor Retained Annuity Trust - if you are about to sell a Business or an Sppreciated Stock Portfolio, consider This :

Because this type of trust works best at times when interest rates are low and asset values are depressed—times like these, in other words—estate planners are urging clients...

By |2018-07-02T10:43:36-07:00October 27th, 2010|Financial Current|0 Comments
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