April 2019

Reducing Your Life Insurance Costs by Creating a Policy Ladder

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on April 22nd, 2019

I have always believed that it is a rare occasion that insurance should be used for more than insuring something you can’t afford to lose. When considering life insurance, this means using term policies to cover income that your family can’t do without. Sure, on a rare occasion we will find a cash value policy useful for estate planning with tax issues.

Why You Don’t Want a Big Tax Refund

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on April 15th, 2019

Most people would not complain if they got a big tax refund. After all, who doesn’t love free money?! It’s easy to think about a check from the IRS as “found” money and plan a shopping trip accordingly. However, getting a rather large check is not actually as beneficial as you might think.

Big tax refund = LOSING money

Taxes Are Complicated

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on April 3rd, 2019

Taxes are complicated. That is why there are people whose entire job revolves around helping individuals pay the government what they owe. There are so many different variables that can affect the amount you are required to pay that it helps to have a professional assist you. To make it even more complicated, some folks who aren’t experts by any means spread misinformati

Beware Roadside Assistance on Your Car Insurance

Submitted by Berk Cleveland Rathmell Wealth Strategies LLC. on April 1st, 2019

Just as we recommend our clients get their property and casualty insurance reviewed periodically, I had mine checked recently. It is not uncommon that when we facilitate a review, the agents we work with point out changes in amounts and can find a better price for the insurance a client needs.

Reducing Your Life Insurance Costs by Creating a Policy Ladder

Why You Don’t Want a Big Tax Refund

Taxes Are Complicated

Beware Roadside Assistance on Your Car Insurance

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