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2881 E. Oakland Park Blvd., Suite 445 - Ft. Lauderdale, FL 33306. Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Your Personal Connection to Financial Solutions. Your personal connection to financial solutions. Jane Bond: Scaling the Ladder. Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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Home | Asset Minders, Inc. | assetminders.com Reviews

https://assetminders.com

2881 E. Oakland Park Blvd., Suite 445 - Ft. Lauderdale, FL 33306. Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Your Personal Connection to Financial Solutions. Your personal connection to financial solutions. Jane Bond: Scaling the Ladder. Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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1

Charitable Giving: Smart from the Heart | Asset Minders, Inc.

http://www.assetminders.com/resource-center/estate/charitable-giving-smart-from-the-heart

2881 E. Oakland Park Blvd., Suite 445 - Ft. Lauderdale, FL 33306. Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. A Brief History of Estate Taxes. Federal estate taxes have long since been a lucrative source of funding for the federal government. Principles of Preserving Wealth. Sign up for my Newsletter.

2

Lifestyle | Asset Minders, Inc.

http://www.assetminders.com/resource-center/lifestyle

2881 E. Oakland Park Blvd., Suite 445 - Ft. Lauderdale, FL 33306. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. To Buy or Not to Buy. Apps That Help Achieve Goals. If you fin...

3

Glossary | Asset Minders, Inc.

http://www.assetminders.com/tools/glossary

2881 E. Oakland Park Blvd., Suite 445 - Ft. Lauderdale, FL 33306. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate ...

4

Insurance | Asset Minders, Inc.

http://www.assetminders.com/resource-center/insurance

2881 E. Oakland Park Blvd., Suite 445 - Ft. Lauderdale, FL 33306. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death. Extended Care: A Patchwork of Possibilities.

5

Retirement | Asset Minders, Inc.

http://www.assetminders.com/resource-center/retirement

2881 E. Oakland Park Blvd., Suite 445 - Ft. Lauderdale, FL 33306. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. A Bucket Plan to Go with Your Bucket List. An Inside Look at Retirement Living. Retirement incom...

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Home | Asset Minders, Inc.

2881 E. Oakland Park Blvd., Suite 445 - Ft. Lauderdale, FL 33306. Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Your Personal Connection to Financial Solutions. Your personal connection to financial solutions. Jane Bond: Scaling the Ladder. Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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