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For retirement plan sponsors, benchmarking has become a familiar fiduciary exercise. However, in many cases, the process is still too narrow — focused on one line item, one provider quote, or one investment expense ratio. tinybfs.com/t/GpJfsa
Life insurance can be an important part of a business owner's financial strategy. It can also be a great benefit to offer to key employees. However, sometimes the cost can be prohibitive. With split-dollar life insurance, the cost o tinybfs.com/t/xLZQX6
Chuck Porter, CPA/PFS retweeted
We estimate the US economy grew at a 3.3% annual rate in the third quarter. Solid. Robust even, considering that net immigration is near zero and possibly negative, while Baby Boomers continue to gradually drift into retirement.
However, don’t get too excited. Even if we get 3.3% for Q3, Real GDP will be up a modest 2.0% from a year ago. And there are still signs that much of the growth is concentrated in AI and data centers. Excluding that, the economy is tepid and could possibly get weaker if the Federal Reserve keeps raising short-term interest rates.
Here is the full Monday Morning Outlook: tinyurl.com/fyj6kvdc
#FirstTrust #MondayMorningOutlook
In the complex world of employer-sponsored benefits, one law stands above the rest in shaping how retirement plans are governed: the Employee Retirement Income Security Act of 1974 (ERISA). ERISA is the primary federal law that sets tinybfs.com/t/p7EPQW
Chuck Porter, CPA/PFS retweeted
🚨 JUST IN: US consumer confidence DESTROYS expectations and rises +7.5%, and President Trump is reveling in it
"BREAKING NEWS: Consumer Confidence is up 7.5%, an extremely big rise. Thank you! President DONALD J. TRUMP" 🔥
A bad day for the "experts!"
Consumer Confidence Index surged to 91.7 in October — blowing past the 81.5 consensus forecast by more than 10 points
Right before the midterms!
Do long-term disability insurance premiums depend on the nature of my job? tinybfs.com/t/ETPAwW
Gift splitting is a privilege extended to married persons. It allows you to treat a gift of separate property made by you to a person other than your spouse as made half by you and half by your spouse. Gift splitting may be advantag tinybfs.com/t/FJUsLD
The Section 6166 election is a method of deferring the payment of federal generation-skipping transfer tax and/or federal gift and estate tax (collectively referred to here as "estate taxes") attributable to an interest in a closely tinybfs.com/t/qc0n2r
Chuck Porter, CPA/PFS retweeted
So, Democratic Socialists of America want to change America. What country do they think we should emulate? And if they have one, why don’t they just move there instead of trying to wreck this one?
They say you can't take it with you. What they mean is that when you die, you leave all your property behind. After your death, your property is divided into two general categories: (1) probate property and (2) nonprobate property. tinybfs.com/t/MzwJQY
During the Medicare Open Enrollment Period review your coverage and make necessary changes. tinybfs.com/t/MeURlp
Here are three football-inspired lessons that can help you tackle the financial challenges you face. tinybfs.com/t/wbuJ1Z
Chuck Porter, CPA/PFS retweeted
There is now more oil coming out of the Persian Gulf today than there was before the Iran war per @wsj. wsj.com/world/middle-east/mo…
Unfortunately, long-term care insurance (LTCI) policies are not standardized--provisions contained in policies vary greatly, and premiums charged vary as well. Therefore, it is important for you to compare to get the best policy pos tinybfs.com/t/4cRY3v
Generally, the process for buying a house that is for sale by owner is the same as with a real estate agent. tinybfs.com/t/wMrn6r
