Blog Posts in June, 2013

  • INHERITED IRAS ARE NOT CREDITOR PROTECTED For Clients, Advisors and Community: Individual Retirement Accounts (IRAs) are becoming an increasing portion of wealth transferred from generation to generation. Do you have or do you anticipate owning an Inherited IRA from a parent or grandparent? If you do, this article applies to you. What is It? An “inherited IRA” is an IRA inherited from ...
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  • An Envelope with a Surprise in It

    || 18-Jun-2013

    For Clients, Professional Advisors and Community: Very recently, I came home to a strange brown envelope from Lutheran General Hospital. It wasn’t a bill or a lab report. It was from “Medical Records” and was hand addressed. I couldn’t figure out what it might be. My only encounter with Lutheran General this year was when I had revision surgery on my left foot. I opened it ...
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