Tag Archives: wealth distribution

REAL Wealth Management 2019 – Wealth Distributions and Transfers

Today, we address what I consider to be the third aspect of a genuine wealth management program – distributions and transfers of one’s assets.  Distribution encompasses both transfers made while one is living, inter vivos transfers, and transfers made after … Continue reading

Posted in Estate Planning, Integrated Estate Planning, Uncategorized, Wealth Distribution, Wealth Management | Tagged , , , ,

REAL Wealth Management-2019

I originally ran this series back in 2013. The series has proven to be among the blog’s most popular posts. So we are going to update the original posts and re-run the entire series. Today we address the ongoing “wealth … Continue reading

Posted in Investment Portfolios, Portfolio Construction, portfolio planning, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Wealth Accumulation, Wealth Distribution, Wealth Management, Wealth Preservation, Wealth Recovery | Tagged , , , , , , , , , , , ,

New eBook Now Available

My new eBook, “CommonSense InvestSense: New Strategies for Accumulating and Preserving Wealth,” is now available at amazon.com.

Posted in Common Sense, Investment Advisors, Investment Portfolios, Investor Protection, IRA, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Variable Annuities, Variable Annuity Abuse, Wealth Accumulation, Wealth Distribution, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , ,

Wealth Preservation and Those Pesky 401(k)/403(b)/IRA Beneficiary Forms

Everybody hates paperwork. So when employees and investors are asked to fill out all the paperwork associated with 401(k) plans and individual retirement plans (IRAs), most people just enter something without giving it  much thought. When I was a compliance … Continue reading

Posted in Asset Protection, Common Sense, ERISA, Investment Advice, Investment Portfolios, Investor Protection, IRA, Life Advice, pension plans, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Wealth Distribution, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , ,

“Hidden” Assets – Potential Liability Implication of the LaRue Decision for Attorneys, Fiduciaries and Their Clients

During a recent deposition of an executor, I asked the executor, a bank trust officer, whether the bank had evaluated the defined contribution plan in which the deceased had participated. The trust officer replied that the funds in deceased’s account … Continue reading

Posted in Asset Protection, ERISA, pension plans, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , ,

“CommonSense InvestSense™”…Account Management

“Don’t gamble. Take all your savings and buy some good stock and hold it ’til it goes up then sell it. If it don’t go up, don’t buy it. Will Rogers If only it were that easy. While no one … Continue reading

Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Portfolios, Investor Protection, Portfolio Construction, Retirement, Retirement Planning, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , , ,

REAL Wealth Management – Wrap-Up

Over the past four weeks, I have written posts to discuss what I perceive to be the three true areas of comprehensive wealth management – accumulation, preservation/protection and distribution/transfer. While many financial professionals may claim to be wealth managers, a … Continue reading

Posted in Asset Protection, Investment Fraud, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , ,