Investors like you are now more concerned about affording long-term care than being able to retire securely

Dustin A. Smith Senior Vice President-Investments Corporate Stock Benefit Consultant Smith Wealth Management Group UBS Financial Services | www.ubs.com/team/smithwmg Toll Free: (800)237-8682 | Direct: (239)254-7122 | Dustin.Smith@ubs.com Investor concerns always evolve with the changing economic landscape. But recently, the converging factors of rising healthcare costs and increased life expectancy have resulted in the primary worry […]

Wealth Management

Health Insurance Exchanges and what they mean to your financial plan

Healthcare expenses are often a neglected component of a financial plan. But as a highly inflationary cost, healthcare should be a critical factor in planning and retirement cash flow analysis. As we integrate healthcare expenses into your plan, we should consider the potential impact of the Affordable Care Act (ACA), particularly its provision for Health […]

Wealth Management

Give Creatively with Donor-advised Funds

Americans are generous and contribute billions of dollars to charity each year, using a variety of methods. One creative way of gifting is through a donor-advised fund, a separately identified fund or account that is maintained and operated by a section 501(c)(3) charitable organization. Donor-advised funds, which offer immediate tax benefits, are becoming increasingly attractive […]

Wealth Management

Money Karpus – Who is better off?

Who is Better Off? The top 20% of wage earners, with an average annual income of $223,500 and who pay 67.9% of all Federal taxes, have the most investable assets. They are the clear winners as to “who is better off.” The bottom 20%, with an average annual income of $23,500 and who pay almost […]

Wealth Management

Investors like you are now more concerned about affording long-term care than being able to retire securely

Health Insurance Exchanges and what they mean to your financial plan

Give Creatively with Donor-advised Funds

Money Karpus – Who is better off?

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