Premier Financial Partners

 

 

 

 

 

 
Jim Wood, CFP®

 

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RED CROSS LIFESAVER FORM

Welcome to my website!  You are here because somebody referred you to me.  I only build my business through referrals and I am grateful whenever somebody recommends me to a friend.  To find out more about me and my financial planning practice click anywhere you deem interesting!  Jim

 PLEASE NOTE: The views expressed in the recommended publications are not necessarily the opinion of Royal Alliance Associates, Inc. and should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. We make no representation as to the completeness or accuracy of information provided in these publications. Nor is the company liable for any direct or indirect, information and programs made available in reading this literature. When you consider reading any of these recommended publications, you assume total responsibility and risk. These legal advisors/tax professionals are not affiliated with Royal Alliance Associates, Inc. or the broker dealer. The information that may be provided is not intended to be a substitute for specific individualized tax, legal, or estate planning advice.

 

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Newsletters

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

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