Safety of Principal + Modest Return = The New Normal Fresh on the heels of last week’s newsletter which featured the insights of Laura Tarbox, one of the nation’s most respected and honored Certified Financial Planners and principal of the wealth management firm The Tarbox Group in Newport Beach (CA), I thought it helpful to…
CLHIGA Limits for Structured Settlements Increased to $250,000 In a move long overdue in the eyes of many, Gov. Arnold Schwarzenegger signed Senate Bill No. 1408 into California Law last weekend. The bill was sent to the Secretary of State on Monday, September 27, 2010. This is welcome news for recipients of structured settlement benefits…
A Conversation with: Laura Tarbox, CFP Top American Financial Planner Discusses Her Views on Structured Settlements and Fixed Annuities For more than 30 years, Laura Tarbox has distinguished herself as the kind of financial planner many other financial planners aspire to be like. Regularly ranked among the “Best Financial Advisors” in the country by Worth…
Greetings Fellow Supporters of Justice! Today’s featured video highlights comments of esteemed Civil Rights Leader, the Hon. John Lewis (D-GA), in his address before the National Structured Settlements Trade Association a few months ago. Recipient of more than 50 honorary degrees and countless awards for his dedication to the Civil Rights Movement, Rep. Lewis personifies…
Bonds and Structured Settlements: No More Tears For those who remain unconvinced that Structured Settlements are still “a good deal” in today’s economy, it’s worth noting how other financial professionals view bonds and bond-based instruments such as Structured Settlements. First, a brief comment on how structured settlement companies arrive at their rates. And I do mean…
Press Release: National Structured Settlements Trade Association Elects Dan Finn Its Next President I am proud and humbled to be writing to you today to announce that I recently was elected to serve as the incoming president of America’s premier advocacy group dedicated to protecting and preserving the tax benefits associated with structured settlements for…
You’ve seen the late night TV commercials. You can get “CASH” for your structured settlement payments NOW! “Let us help you out of that burdensome, extremely attractive and secure guaranteed income tax-free cash flow you are receiving,” the paid spokesperson suggests. “We understand your problem and will give you the money YOU deserve such is…
A few days ago, an attorney client-friend I hadn’t spoken with in awhile called for some structured settlement proposals. “Business must be terrible since rates are so bad, right?” I acknowledged some cases recently where clients who were excellent candidates for guaranteed tax-free income desperately needed cash to stave off foreclosure, support a laid-off spouse,…
Product Enhancement Announcement From: New York Life Fixed Annuity Leader Now Accepting “Stand-Alone” Structured Attorney Fees! Plaintiff attorneys in the know have been structuring their fees for many years. They have long valued the certainty, the security and the tax advantage that comes from deferring fees into a future year. New York Life has always…
Munis May Be Losing Some Luster Long touted as the ultimate secure choice for investors seeking tax-free income, some municipal bonds may be creeping up the risk ladder according to an article which appeared online yesterday at money.cnn.com. In his article, “Is there a muni bomb in your portfolio?,” staff writer David Ellis reports that…