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July/August issue of Let’s Talk Money

View our latest newsletter. Articles on: insurance, retirement planning, small business insurance, long-term-care and estate planning. https://www.ltmonline.com/jerrysiver

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Supreme Court Decision on DOMA & Retirement Plans

Transamerica, one of our retirement plan providers issued this narrative we’d like to pass on:   SUPREME COURT DECISION ON DOMA: What does it mean for Employer-Sponsored Retirement Plans? Section 3 of...

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The September “Let’s Talk Money” newsletter is now available

https://www.ltmonline.com/jerrysiver

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Let’s Talk Money Online

The November issue of our newsletter is now available for viewing here: https://www.ltmonline.com/jerrysiver Subjects include: Estate Planning: More than taxes When you first developed your estate...

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Long Term Care…needed more than you think

Provided by Nationwide Insurance

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Newsletter for May-June

Check out our latest newsletter here: https://www.ltmonline.com/jerrysiver Helpful information on all these subjects: Estate Planning: Let’s Talk Estate Strategy Q&A  • What tax-efficient...

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Let’s Talk Money, May Edition

On the move? If you’re planning on buying and/or selling a home this summer, you want your move to be as smooth as possible. Since a house may be your largest financial investment, you’ll want to make...

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November-December Newsletter

Click here for ⇒November-December Newsletter Timely articles on: Tax refund fraud and how to keep it from happening to you. Helping your child choose the right college. Keeping your holiday spending in...

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September/October Newsletter

https://www.ltmonline.com/jerrysiver/2020SepOct In this issue: SECURE Act of small business Retirement and the SECURE Act SECURE Act and you Obstacles to investing success Cost of life insurance Ways...

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Insurance Terms and Phrases

Ever wonder what is meant by certain words in your insurance policies? Here is a list of words and phrases common in the insurance industry, that may have a meaning other than you might expect....

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