Estate | American Prosperity Group
501 W John Street. Matthews, NC 28105. Meet Our Unique Team. How We Work With Our Clients. Visit Our Broker Dealers, United Planners. Social Security and Medicare Articles. When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. Principles of Preserving Wealth. How federal estate taxes work, plus estate management documents and tactics. Charitable Giving: Smart from the Heart. Here are three tips. Trends in Charitable Giving.
Francorp Stock Forum: January 2009
Francorp Consulting is a franchise development and consulting group based out of Chicago, IL. The firm has been developing and working with successful franchise organizations for over 32 years. This forum is a place where Francorp professionals discuss and focus on franchise stocks and public franchise organizations. Tuesday, January 27, 2009. Good Blog to Check Out. Http:/ truecarsvideo.blogspot.com/2009/01/how-can-i-expand-my-business.html. Links to this post. Thursday, January 22, 2009. You have three...
All Calculators | Arturo Burgueno
18756 Stone Oak Parkway. San Antonio, TX 78258. How We Get Paid. Visit the Corporate Website. Visit Our Broker-Dealer, United Planners Financial. A Look at Systematic Withdrawals. Roth 401(k) vs. Traditional 401(k). Potential Income from an IRA. Taxable vs. Tax-Deferred Savings. How Compound Interest Works. What Is My Risk Tolerance? What Is the Dividend Yield? Impact of Taxes and Inflation. Contributing to an IRA? Assess Your Life Insurance Needs. What Is My Current Cash Flow? Paying Off a Credit Card.
Tools | Arturo Burgueno
18756 Stone Oak Parkway. San Antonio, TX 78258. How We Get Paid. Visit the Corporate Website. Visit Our Broker-Dealer, United Planners Financial. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. INX, OEX, IXIC, TNX. Insurance pro...
Resource Center | Arturo Burgueno
18756 Stone Oak Parkway. San Antonio, TX 78258. How We Get Paid. Visit the Corporate Website. Visit Our Broker-Dealer, United Planners Financial. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. The data below reflects close 2 days ago.
Glossary | Christopher Sparks, PhD
The Woodlands, TX 77380. Christopher Sparks, PhD. Visit The Corporate Website. Visit Our Broker Dealers, United Planners Financia. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that...
Tax Resources | Christopher Sparks, PhD
The Woodlands, TX 77380. Christopher Sparks, PhD. Visit The Corporate Website. Visit Our Broker Dealers, United Planners Financia. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. LABORING OVER LONG-TERM CARE INSURANCE.