fiscalfunding.com
Our Services : FiscalFunding.com,financial,planning,advisor
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Var gaq = gaq []; gaq.push([' setAccount', 'UA-30151065-1']); gaq.push([' trackPageview']); (function() { var ga = document.createElement('script'); ga.type = 'text/javascript'; ga.async = true; ga.src = ('https:' = document.location.protocol? Https:/ ssl' : 'http:/ www') '.google-analytics.com/ga.js'; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(ga, s); })();. RICHARD F. YOST, CLU, ChFC, CFP. AEP, FISCAL FUNDING, INC. 866-683-7012. Richard F. Yost, CLU, ChFC, CFP. Produc...
rbcadvisorservices.com
RBC Advisor Services - Trust Services
http://www.rbcadvisorservices.com/resources/cid-160945.html
Welcome to RBC Advisor Services. Skip directly to: Section Navigation. A Message to Investment Advisors. From Strength Comes Confidence. RBC’s Strategic Goals and Values. Four Layers of Protection for Client Assets. Royal Bank of Canada. RBC Intl Wealth Management. Starting a New RIA. Gain access to high net worth trust services. Higher level of protection from creditors. No rule against perpetuities. As a result, millions of Americans have set up Delaware Trusts, including many of the nation’s wealthies...
rbccorrespondentservices.com
RBC Correspondent Services - Trust Services
http://www.rbccorrespondentservices.com/resources/cid-110603.html
Royal Bank of Canada. RBC Capital Markets, LLC. RBC Wealth Management, int'l division. RBC Capital Markets, LLC. Gain access to high net worth trust services. Your most valuable clients have complex and sometimes urgent estate planning requirements. With billions of dollars in assets changing hands every year, referring clients to our affiliate, RBC Trust. Higher level of protection from creditors. No rule against perpetuities. As a result, millions of Americans have set up Delaware Trusts, including man...
hpolanskyfinancial.com
Universal Life Insurance | Howard L. Polansky Associates
http://www.hpolanskyfinancial.com/resource-center/insurance/universal-life-insurance
1st Floor A Wing Suite#101. Jericho, NY 11753. Howard L. Polansky Associates. Universal life insurance is permanent life insurance — that is, it remains in force for your whole life. But universal life insurance has an important difference from other types of permanent insurance: it provides a flexible premium. That means the policyholder decides how much to put in. Above a set minimum. By extension, the policyholder also determines the face amount of the policy. When the policyholder dies. Accessing the...
hpolanskyfinancial.com
Glossary | Howard L. Polansky Associates
http://www.hpolanskyfinancial.com/tools/glossary
1st Floor A Wing Suite#101. Jericho, NY 11753. Howard L. Polansky Associates. 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 is adjusted periodically based on an index. Adju...
hpolanskyfinancial.com
Tax | Howard L. Polansky Associates
http://www.hpolanskyfinancial.com/resource-center/tax
1st Floor A Wing Suite#101. Jericho, NY 11753. Howard L. Polansky Associates. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? If you want...
hpolanskyfinancial.com
Lifestyle | Howard L. Polansky Associates
http://www.hpolanskyfinancial.com/resource-center/lifestyle
1st Floor A Wing Suite#101. Jericho, NY 11753. Howard L. Polansky Associates. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. It’s never a bad time to speak with your financial advisor about changes in your situation. An Arm and a Leg. The Financial Literacy Crisis.
hpolanskyfinancial.com
Business Continuation
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1st Floor A Wing Suite#101. Jericho, NY 11753. Howard L. Polansky Associates. Do you know what will happen to your business in the event of your death, disability, retirement? Operated by an executor until a purchaser can be found? Operated by an executor pending transfer to heirs? Sold to key employees on terms you have already established? Of successful family owned businesses survive through the second generation. 65% Fail to survive. 1st Floor A Wing Suite#101.