by Louis Sarris | Nov 5, 2023 | Articles
There is a lot to consider in up routing yourself, and your family primarily to save taxes. Although the motivation is certainly one of a monetary nature, lifestyle, weather, cost-of-living, etc. play a major part in this very important decision… most especially...
by Louis Sarris | Nov 5, 2023 | Articles
Having been in the financial services business for more than 50 years, I can certainly attest to the accuracy of this information. Beyond the issue of clients moving or passing away, I would take heed to this information and learn, with absolute assurance, that you...
by Louis Sarris | Nov 5, 2023 | Articles
There was an old story that says “the game is not over until the fat lady sings “… Suffice it to say, there is going to be a great deal of back-and-forth discussions/ negotiations before this matter is resolved, if ever…! If there is an ultimate resolution, a large...
by Louis Sarris | Nov 5, 2023 | Articles
This is another subject that is very difficult to gauge. Yes, there are parts of the USA that allow a retiree to take advantage of the equity in their home by downsizing and relocating to another state, thereby utilizing the additional cash from the sale of their home...
by Louis Sarris | Nov 5, 2023 | Articles
This is truly a sad state of affairs, with our current youth, that are not enthusiastic about the future relating to their financial welfare/retirement. As a young college graduate myself, I was always optimistic and enthusiastic about life in general, my career, and...
by Louis Sarris | Nov 2, 2023 | Articles
Studies have shown that men have accumulated more assets in their employer, sponsored 401(k) plans then women. There are a number of reasons why this has occurred in the past, although, the gap, among younger folks in the workforce, appears to be tightening, as...
