If you haven't seen it yet - check out this article in Senior Market Advior:
http://www.seniormarketadvisor.com/Exclusives/2009/12/Pages/Nine-annuity-misapprehensions.aspx
The article covers the top 9 annuity misconceptions and misapprehension, and how some of your clients might not be acting on an opportunity out of fear alone.
I hope you have a great holiday season - you definitely deserve it. Thank you for our success together in 2009. It was an unprecedented year and one that made all of us stronger.
Heading into 2010, there is no doubt it is poised as a “breakout” year. Everyone has refined business practices, solidified sales models and is poised for a huge year. We’re thrilled to share 2010 with you.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
12.21.2009
What's Next for Bonds?
This week I received an interesting article put together by an RIA firm out of Florida regarding the current bond market and what it may look like in the near future.
The first sentence of the article really caught my attention, it says:
"At some stage, interest rates and inflation will rise. When they do, recent bond price appreciation will be reversed and many investors may be surprised at how much money can be lost in a bond."
The article goes on to talk about current factors that will affect future bond pricing including unemployment, bond fund demand, gross domestic production and inflation. For your copy of this thought-provoking article, contact me.
Make it a great week - as always your hard work is truly appreciated.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
The first sentence of the article really caught my attention, it says:
"At some stage, interest rates and inflation will rise. When they do, recent bond price appreciation will be reversed and many investors may be surprised at how much money can be lost in a bond."
The article goes on to talk about current factors that will affect future bond pricing including unemployment, bond fund demand, gross domestic production and inflation. For your copy of this thought-provoking article, contact me.
Make it a great week - as always your hard work is truly appreciated.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
12.11.2009
Breaking News: House Votes Yes on Estate Tax Bill
Last week on December 3rd, the House of Representatives voted 225-200 in favor of H.R. 4154.
H.R. 4154 will make the 2009 Estate Tax Level permanent. For calendar year 2009, the estate tax exemption amount is $3.5 million ($7 million total for a married couple) and the maximum tax rate on estates is 45%. H.R. 4154, the Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009, would permanently extend this estate tax exemption amount and tax rate.
Not mentioned in this change, the estate tax is scheduled to enter one year of full repeal in 2010 followed by a return of the estate tax in 2011 with much lower exemption amount ($1 million) and a much higher maximum tax rate (55%). To see the full bill, click here: Read H.R. 4154.
There is only a couple more short weeks in December. Will you make your 2009 goals? Let me know what I can be doing to help close out 2009 as your best year yet!
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
H.R. 4154 will make the 2009 Estate Tax Level permanent. For calendar year 2009, the estate tax exemption amount is $3.5 million ($7 million total for a married couple) and the maximum tax rate on estates is 45%. H.R. 4154, the Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009, would permanently extend this estate tax exemption amount and tax rate.
Not mentioned in this change, the estate tax is scheduled to enter one year of full repeal in 2010 followed by a return of the estate tax in 2011 with much lower exemption amount ($1 million) and a much higher maximum tax rate (55%). To see the full bill, click here: Read H.R. 4154.
There is only a couple more short weeks in December. Will you make your 2009 goals? Let me know what I can be doing to help close out 2009 as your best year yet!
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
12.04.2009
The Future of Taxation ~ Great Website
None of us know exactly what taxes will look like in the future. I ran across a great website and article this week, and I think several of you will absolutely love this site. It's a great tool and filled with information to use with you clients.
http://www.taxfoundation.org/
A couple highlights you may like from the website:
·A two page pdf that gives a breakdown of your individual state and how its taxes compares to other states in several areas
·There is a nice booklet titled “Why Taxes Matter”
·There’s also podcasts and blogs available
For a quick tutorial - pull up the link and watch the video on the right hand side, the President of the foundation goes through what the organization is, and what info you can find on the site.
With some of the stagerring information on the site comes this quote: ‘Americans will pay more in taxes than they will spend on food, clothing and housing combined.’
http://www.taxfoundation.org/
A couple highlights you may like from the website:
·A two page pdf that gives a breakdown of your individual state and how its taxes compares to other states in several areas
·There is a nice booklet titled “Why Taxes Matter”
·There’s also podcasts and blogs available
For a quick tutorial - pull up the link and watch the video on the right hand side, the President of the foundation goes through what the organization is, and what info you can find on the site.
With some of the stagerring information on the site comes this quote: ‘Americans will pay more in taxes than they will spend on food, clothing and housing combined.’
December is starting off as one of the busiest and most productive months for my advisors. Your hard work now guarantees your success in 2010 and beyond.
Stay focused.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
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