It becomes clear like you're a female advisor that works with women. You've got, I think, a whole section about why women and why you work with women and what you do. And so the women who specifically are looking for that go, "Oh, my gosh, Cathy is for me. This is for me. ...
The CRT also has the benefit of passing along favorable taxation to the beneficiaries, which can include capital gains and dividends rates as well as ordinary income tax rates. Working with your tax advisor and other professionals is recommended to fully understand this potential. Many times it is...
Regarding wealth management, although new money generation continues to be challenged by the current environment, market performance drove a 3.3% increase in assets under administration, resulting in increased fee income quarter-over-quarter despite seasonal tax preparation fees included in the prio...
John Charcol (Shaahid main advisor) provided great advice and service throughout. They kept me informed and provided detailed guidance. Only downside was the mortgage provider who seemed inept... but the advisors at John Charcol conducted all the communications. Great company - will be happy to...
From a pure investment standpoint – meaning saving and investing one’s money for retirement and or college or just saving and investing for capital growth; life insurance is not this type of an investment. Accounting for the actual costs of insurance, policy fees, expense ratios of the underl...
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