Dear Frank, How can I avoid the federal gift tax?” If this question is on your mind, you aren’t alone. The good news is that few taxpayers or estates will ever have to pay it. Misconceptions surround this tax. The IRS sets both a yearly gift tax exclusion amount and a life
Bond Alert On October 30, 2014 the Federal Reserve announced the end of their quantitative easing program and bond purchases which was designed to keep interest rates low and stimulate the economy. This action, along with recent data indicating that our economy’s growth is accel
What Is An Annuity? Why Would I Want An Annuity? What Are The Different Types of Annuities? Which Annuity is Right for Me? What are Some Common Misconceptions About Annuities? These questions and many more answered here.
Life is full of risks. The question is: How do I manage risk? It is instructive to compare risks that we routinely manage via insurance. As shown in the chart below, most people routinely manage risk by purchasing insurance to transfer or mitigate that risk. For example, life ins
Retirement Alert Workshop When: 1:30 PM Where: Naples Daily News Community Room 1100 Immokalee Rd, Naples, FL 34110 If you are retired or nearing retirement – you will not want to miss this event! You and up to 3 guests are cordially invited to a complimentary “Retirement Alert Workshop” Please reserve your seats by calling Michele at: (888) 871-9797 or register online below Come listen, learn and get answers to these important questions: How to reduce or eliminate taxation on Social Security Facts on what is exempt from nursing home attachment How to protect your assets from catastrophic illness and nursing homes without purchasing expensive long term care insurance How to avoid the IRA/401k “Tax Time Bomb” that allows the IRS to wipe out up a big chunk of your retirement accounts How will Obama-Care – National Health Care Reform seriously impact the rest of your retirement years? How to obtain returns linked to the stock market without market risk Probate and how to avoid it Wall Street Crisis – is it possible we are heading toward another market crash? How to position your assets so you won’t be affected again Variable Annuity Owners, is your annuity charging you outrageous fees? Learn what your broker doesn’t want you to know Pension & social security rescue: Will your spouse have enough income if they outlive you? Beneficiaries – is your money transitioning to who you really want it to go to once you pass? NEWS FLASH TOPIC !!! POTENTIAL FINANCIAL IMPACT OF A TRUMP PRESIDENCY Guest Speaker – Dr. Frank Ragonese – Financial & Risk Management Expert Your speaker will be Dr. Frank Ragonese, Founder of Pelican Wealth Advisors, LLC, a Registered Investment Advisor firm. “Dr. Frank” has over 25 years of risk management experience and was Director of Risk Management for one of the largest corporations in the world. He will discuss techniques that can be applied to a broad spectrum of risks faced by retirees and pre-retirees during these very turbulent times. Please register below: Your Name (required) Your Email (required) Address City, State and Zip Phone Number Which Event and Date Are You Interested In? Your Message Enter the letters and numbers you see below.