Crown Wealth Management, LLC

Category: Content
Type: Blog Article

Generated 21 hours ago

New blog articles detected

  • Should Women Strive to Work Past 62?

    Every now and then, you read an article about a woman past the age of 65 who says she loves her job and will “never retire.” In addition to keeping herself engaged and active, she may be doing herself a great financial favor as well. More women are working after 65, and some are even…

Crown Wealth Management, LLC

Category: Content
Type: Blog Article

Generated 1 week ago

New blog articles detected

  • Using an IRA Trust

    Seemingly everyone has heard of an IRA, but few people know about IRA trusts. Perhaps more people should, for an IRA trust may provide a way to “stretch” IRA assets for decades to benefit multiple generations. An IRA trust is simply a revocable living trust designed to hold IRA assets. It will continue to house…

Crown Wealth Management, LLC

Category: Content
Type: Blog Article

Generated 2 weeks ago

New blog articles detected

  • Just the Stats for March 2017

    Top 2 Retirement Concerns #1 is Costs associated with health care, #2 the risk of Social Security changes.1 Don’t Run Out On Me, Please Despite relatively high confidence levels about being financially prepared for retirement 70% still have a fair to great deal of concern about running out of money.1 How Much? Understanding how their…

  • The A, B, C, and D of Medicare

    Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from. Parts A & B: Original Medicare. America’s national health insurance program for seniors has two components. Part A is hospital insurance. It provides coverage for inpatient stays at…

Crown Wealth Management, LLC

Category: Content
Type: Blog Article

Generated 4 weeks ago

New blog articles detected

  • Checks and Balances: How Much Can a U.S. President Do?

    Donald Trump has a broad presidential agenda that encompasses foreign trade, immigration, deregulation, taxes and investment in U.S. infrastructure. These policies are poised to impact certain industries over others, such as health care, energy, financial services and technology.1 Every presidential candidate enters the campaign with a platform of changes and priorities, which presumably dominate t...

Crown Wealth Management, LLC

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • Quick money tips for February 2017

    2016 Medical Expense Deduction  2016 is the last tax-filing year that taxpayers over age 65 can deduct medical expenses that exceed 7.5 percent of their adjusted gross income (AGI) on their tax return. Starting in 2017, all taxpayers are subject to the 10 percent threshold.1 Married couples may file separately if one spouse had substantial…

  • What Does My Home Insurance Policy Cover?

    Not all home insurance policies are alike. Coverage amounts obviously vary, and so do coverage areas. Taking ten minutes to scrutinize what your policy does (and does not) cover is a wise idea. Homeowner policies routinely provide tornado, windstorm, & hailstorm coverage. If a tornado, windstorm, or hailstorm damages your home or yard, the insurer…

Crown Wealth Management, LLC

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • Just the Stats for February 2017

    Air Travel and Trying to Ketchup? At 30,000 feet, lower cabin pressure causes less oxygen to get into the blood stream. This tends to dull taste buds, giving folks an appetite for something hardier, like tomato juice.  German airline Lufthansa reports that it serves about 1.7 million liters of tomato juice each year.1 Not Sticking…

  • How Much Will You Spend When You Retire?

    You may have heard that people spend less once they are retired. Statistically, that is true. The question is whether a retiree has enough income to meet his or her expenses. Ideally, retirees should be able to live comfortably on 70-85% of their end salaries and draw their retirement fund down no more than 4-5%…

Crown Wealth Management, LLC

Category: Content
Type: Blog Article

Generated 1 month ago

New blog articles detected

  • Tax & Estate Planning Update for Married Same-Sex Couples

    The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate planning for married gay and lesbian couples. If you are filing a joint tax return for 2016, or thinking about updating your estate plan, here are some important things to remember. You can file jointly for 2016 if you married at any time…

  • Tailoring A Plan To Suit You

    Stocks may have a reputation for being riskier than bonds, but you should also consider the risk that investing only in bonds may not accumulate enough money to finance all your aspirations in retirement. It is true that stocks are more volatile than bonds, and there is no guarantee they will yield income, but they…

  • Calculating Retirement

    Yogi Berra once said, “You’ve got to be very careful if you don’t know where you are going, because you might not get there.”1 When it comes to retirement, plenty of people get there — but it may not be what they expected because they either didn’t plan, or their financial strategy didn’t help keep…

  • Quick money tips for January 2017

    VA mortgage benefits Veteran homeowners may be eligible for a break on mortgage payments through a Department of Veterans Affairs home loan refinance. For those who already have a VA loan, the average VA refinance features a process called “Streamline Refinance” or IRRRL. It does not require an appraisal, all fees can be rolled into…

  • Just the Stats for January 2017

    Are You Buying Or Selling? A report from the National Association of Realtors said that its pending home sales index, which tracks contracts signed for existing homes, fell 2.5% in November from October, and is down 0.4% from November of last year. Mortgage rates have been on the rise recently, which has the potential to…

  • What if You Find a Mistake in Your Retirement Plan?

    Your latest retirement plan account statement arrives in your email inbox. You take a look at it – and something seems amiss. “That can’t be right,” you say to yourself. There must be some kind of mistake. Who should you talk to about this? Who can fix it? Mistakes do happen with retirement plans. As…

  • Funding 35-40 Years Of Retirement

    Will you live to 100? Your odds of becoming a centenarian may be improving. Earlier this year, the Centers for Disease Control reported that the population of Americans aged 100 or older rose 44% between 2000-2014. The Pew Research Center says that the world had more than four times as many centenarians in 2015 as…

  • Happy Thanksgiving

      We wish you and yours a Happy Thanksgiving, and hope you have the warmest and safest of holidays!

  • Behave Yourself

    “Overconfidence is a very serious problem. If you don’t think it affects you, that’s probably because you’re overconfident.”1 That’s a quote from Carl Richards,  a financial advisor, author, speaker, columnist and New York Times sketch artist who is well known for capturing the ethos of behavioral finance in simple words and pictures. The study of…

  • The New Real Estate Sector

    Real estate is no longer just for people looking to make a move. A combination of the housing market decline and a barrage of television shows featuring novice real estate investors have people fixing up homes then listing properties with hopes of making a profit.1 The real estate investment craze has become so mainstream that…

Crown Wealth Management, LLC

Category: Content
Type: Blog Article

Generated 5 months ago

New blog articles detected

  • Pension Payments and Retirement Income Trends

    It used to be that only surviving soldiers were guaranteed an income to enjoy in their later years, a concept introduced during the first century B.C. by rulers of the Roman Empire. The idea of companies helping workers put money away for retirement didn’t exactly catch on with the rest of the workforce until the…

Crown Wealth Management, LLC

Category: Content
Type: Blog Article

Generated 6 months ago

New blog articles detected

  • Various Financial Tools: CDs, Stocks and More

    In some way or another, there’s risk involved with any form of investment. Staying away from high-yield investments may prevent you from losing a significant amount of money, but then you may run the risk of not having enough retirement assets to reach your goals. Today, about 30 percent of individual investors’ liquid financial assets…

Crown Wealth Management, LLC

Category: Content
Type: Blog Article

Generated 6 months ago

New blog articles detected

  • What’s New With Social Security?

    Before the Bipartisan Budget Act of 2015 passed, the Social Security Disability Insurance Trust Fund was projected to be depleted sometime this year. Congress shifted tax revenues from the Old Age and Survivors Insurance Trust Fund to keep disability benefits fully funded. However, Social Security still faces long-term shortfalls under currently scheduled funding and expenditures.1…

Crown Wealth Management, LLC

Category: Content
Type: Blog Article

Generated 6 months ago

Crown Wealth Management, LLC

Category: Content
Type: Blog Article

Generated 7 months ago

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