James Gandolfini's $30 Million Estate Tax Mistake In "The Sopranos," the IRS didn't stand a chance against Mafia boss Tony Soprano. But thanks to poor planning, the IRS will be the biggest beneficiary of actor James Gandolfini's estate. Gandolfini died with an estate worth an estimated...
Social Security Filing Options: How You Can Maximize Your Benefits There are many things in life that should be simple. For example, receiving what you worked for. Although it shouldn’t be, the social security filing process is complicated. In 2015 Congress made some changes to social...
Have you seen the ads from Fisher Investments offering a free report that explains why Ken Fisher hates annuities? For those unfamiliar with Ken Fisher, he is a well-known financial analyst. He owns his own money management firm, writes a monthly column for Forbes magazine,...
When investors focus solely on the accumulation of a certain amount of money—such as $1 million or $2 million—to finance their retirement plans, they ignore the importance of cash flow. Creating reliable cash flows means you won’t be at the mercy of stock market declines,...
One of the prime principles of Ortiz World Wealth Advisors, is keeping our clients money as safe as possible. Its for this reason that many of our clients choose annuities as a part of their retirement plan. However there is more to annuities than just...
(Living Trusts are a crucial piece of a successful estate, allowing you to have far more control over your assets than a simple will.) A revocable living trust allows you to save time and money by avoiding probate, but the benefits don’t end there. Prevent Court...
Fixed annuities are really popular right now. According to the LIMRA Secure Retirement Institute, first quarter 2016 fixed index annuity sales increased by 35% over the same period during the previous year. That marks eight consecutive years of growth, while variable annuity sales dropped 18%,...
While collecting Social Security payments may seem simple enough, there are several benefit collection strategies - particularly for married couples - that might boost your retirement income. (Here at Ortiz World Wealth Advisors, we believe that by maximizing your social security you can expand your...
According to a Prudential survey, more than seven out of 10 Americans are concerned about outlasting their income during retirement. Most baby boomers planning to retire during the next 20 years will need a combination of post-retirement work, Social Security distributions, and smart portfolio management....
Trumps presidency has offered promise of economic growth in America, but economic growth doesn’t mean that everyone in the country is going to have more money and suddenly be in a better place. In fact, the bulk of Trumps plan, or at least what we...
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