In The News


Finding Alternatives to Traditional Investments – October 2007
What are alternative investments and why should you be interested? Terry Vrieze shares his insights on the subject here “Alternative investments can be risky on their own,” says Vrieze. “However, when alternative investments are incorporated as part of a diversified portfolio, they act like a sprinkling of cayenne in an otherwise hearty stew.“ 

Ultimate Gift – September 2007 
For anyone looking to leave a meaningful and significant legacy to their family and community that will benefit generations to come, this is a “must read”. Terry Vrieze shares several options and resources by which individuals, families and organizations  can pass both their values and their valuables to the people they love and the causes they support.

Building a Nest Egg for Your Golden Years – August 2007 
“Many investors think that once they’ve reached retirement age, it’s time to kick back and simply withdraw the money they have accumulated.  That’s simply not true,” says Terry Vrieze. Read more for Terry’s explanation of the differences in planning strategies for accumulation versus distribution of retirement income.
 
Think it’s too late?  Do you make too much to reduce your college bill? Think again. – August 2007 
A few late-stage college funding strategies that may cut taxes and costs for affluent individuals and families are suggested in this article by Terry Vrieze. According to Vrieze, making a good living (or having assets) and cutting hefty tuition bills are not mutually exclusive.

Uncle Sam Extends Special Charitable Invitation through End of 2007 – June 2007
Terry Vrieze offers advice that could help seniors make the most of their charitable donations by giving directly from an IRA account. Thanks to the Pension Protection Act of 2006, investors over the age of 70 can gift up to $100,000 directly from their IRA to a charity and avoid taxation on the distribution.  Read more.
 
Taxes and Death are Inevitable – May 2007
Terry Vrieze explains why proper planning now can help protect personal wealth and perpetuate your values for future generals. Read the full release to learn three steps you can follow to help with tax minimization and legacy planning.


 Read some tips on how to live The Good Life.

        
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