Estate planning and asset protection are really nothing more than building and maintaining fences. A successful plan keeps the cows (assets) in and the wolves (creditors) out.
https://www.trustok.com/wp-content/uploads/2018/04/TRUSTS.png4201400Marcia Brookeyhttps://www.trustok.com/wp-content/uploads/2018/02/Trust-horizontal-2.pngMarcia Brookey2018-12-05 20:50:222018-12-12 18:30:11It's Not Too Late To Build A Fence When The Cows Are Out
The recent market volatility got many investors in a panic. Again. What's the best strategy to live through a bear market?
https://www.trustok.com/wp-content/uploads/2018/01/INVESTMENT-2.png4501500Marcia Brookeyhttps://www.trustok.com/wp-content/uploads/2018/02/Trust-horizontal-2.pngMarcia Brookey2018-12-03 17:31:312018-12-05 19:15:44How to Survive A Bear Market - Bob McCormick's Market Observations
Make your end-of-year bonus increase your retirement readiness. Take a look at how much you can contribute in 2019 towards your retirement plan.
https://www.trustok.com/wp-content/uploads/2018/04/RETIREMENT-PLANNING.png4201400Marcia Brookeyhttps://www.trustok.com/wp-content/uploads/2018/02/Trust-horizontal-2.pngMarcia Brookey2018-11-28 21:12:222018-11-28 21:16:16A Christmas Gift to Your Future Self
I've recently crossed the Southwest towards California, and one of my favorite parts of the trip was driving by the trains transporting goods to and from the West coast, a statement of the power of rail road transportation and our economy. As for investments, September brought record highs for large-cap U.S. stocks. Read more.
https://www.trustok.com/wp-content/uploads/2018/06/BOB-MCCORMICK-MARKET-OBSERVATIONS.png4501500Marcia Brookeyhttps://www.trustok.com/wp-content/uploads/2018/02/Trust-horizontal-2.pngMarcia Brookey2018-10-10 14:13:382018-10-10 14:16:36Market Observations by Bob McCormick - October 2018
Each quarter, we highlight a local nonprofit organization working to improve our communities. This quarter, we are please to feature Domestic Violence Intervention Services, which strives to create safe, happy environments for families in crisis.
There can be big benefits to your family knowing your estate plan. But how to communicate to your heirs who gets what without spoiling the relationships with each of them?
https://www.trustok.com/wp-content/uploads/2016/12/TCO-ON-THE-NEWS-2.png4501500Marcia Brookeyhttps://www.trustok.com/wp-content/uploads/2018/02/Trust-horizontal-2.pngMarcia Brookey2018-10-01 19:05:542018-10-01 19:42:09How To Talk To Your Heirs About Your Estate Plan Without Ruining Your Relationship With Them
Maximize your charitable gifts while saving on Medicare, income taxes and Social Security. Learn how making contributions directly from your Individual Retirement Account (IRA) can be good for the nonprofit and for your pocket.
https://www.trustok.com/wp-content/uploads/2017/01/RETIREMENT-1.png4501500Marcia Brookeyhttps://www.trustok.com/wp-content/uploads/2018/02/Trust-horizontal-2.pngMarcia Brookey2018-10-01 18:21:302018-10-01 19:31:12Qualified Charitable Distribution
The Trump administration recently imposed steep tariffs on several countries, including China. In retaliation, China imposed tariffs on American products. This isn't the first time the U.S. grapples with competitive tariffs, though. Learn more about our country's history of tariff conflicts and the current conflict's impact on our economy.
https://www.trustok.com/wp-content/uploads/2018/01/INVESTMENT-2.png4501500Marcia Brookeyhttps://www.trustok.com/wp-content/uploads/2018/02/Trust-horizontal-2.pngMarcia Brookey2018-09-30 20:10:492018-09-30 20:10:49Tariffs And Raisins - Children Pick Up On The Darndest Things
The right estate planning will not only put our own minds at ease but make our family’s life less stressful.
https://www.trustok.com/wp-content/uploads/2018/08/BOB-HOPPER-WHITTNEY.png4501500Marcia Brookeyhttps://www.trustok.com/wp-content/uploads/2018/02/Trust-horizontal-2.pngMarcia Brookey2018-09-18 20:13:192018-10-03 17:49:57Market Observations by Bob McCormick - September 2018
Thinking you can day-trade your way to riches by being fast is bad thinking. If you can’t outrun a cheetah, don’t even think about out-trading high-frequency trading firms.
https://www.trustok.com/wp-content/uploads/2018/08/BOB-HOPPER-WHITTNEY.png4501500Marcia Brookeyhttps://www.trustok.com/wp-content/uploads/2018/02/Trust-horizontal-2.pngMarcia Brookey2018-08-02 19:58:332018-09-18 21:01:16Market Observations by Bob McCormick - August 2018