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
View ArticleSupreme 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...
View ArticleThe September “Let’s Talk Money” newsletter is now available
https://www.ltmonline.com/jerrysiver
View ArticleLet’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...
View ArticleNewsletter 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...
View ArticleLet’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...
View ArticleNovember-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...
View ArticleSeptember/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...
View ArticleInsurance 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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