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TOOLS | BENEFIT CONSULTANT, INC. Tools Glossary. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need.ABOUT US
Gurdayal Singh is the principal of Benefit Consultant Inc., an independent firm specializing in comprehensive Financial & Tax Management. He specializes in financial planning for Businesses, Individuals & Families. He graduated from Delhi University in Indiawith a
OUR TEAM - BENEFIT CONSULTANT, INC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. CONTACT | BENEFIT CONSULTANT, INC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.TAX RESOURCES
Tax Rates. Tables to enable you to find your federal marginal income tax rate. This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties.HOME PAGE CONTENT
I’m from Japan but handle a lot of international business here in America. I wanted to take some of my wealth and keep it here in America and Mr. Singh’s free financial analysis really helped me get a clear view of what I was supposed to do.USEFUL LINKS
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. GLOSSARY | BENEFIT CONSULTANT, INC. Glossary. A B C D E F G H I J K L M N O P Q R S T U V W Y Z . 1035 Exchange. A method of exchanging insurance-related assets without triggering a taxable event. Cash HOME | BENEFIT CONSULTANT, INC. WELCOME TO BENEFIT CONSULTANT, INC. “Helping others navigate the complex world of Financial Services has been our focus for the past 30+ years.”. We will take the time to match your concerns and wishes with the best strategies and solutions. It is important to us that you feel good about any plan of action you decide to take. SERVICES - BENEFIT CONSULTANT, INC. Insurance. Life Insurance. Disability Income Insurance. Long-Term-Care Insurance. Health Insurance. For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. singh@benefitci.com |909-614-4100.
TOOLS | BENEFIT CONSULTANT, INC. Tools Glossary. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need.ABOUT US
Gurdayal Singh is the principal of Benefit Consultant Inc., an independent firm specializing in comprehensive Financial & Tax Management. He specializes in financial planning for Businesses, Individuals & Families. He graduated from Delhi University in Indiawith a
OUR TEAM - BENEFIT CONSULTANT, INC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. CONTACT | BENEFIT CONSULTANT, INC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.TAX RESOURCES
Tax Rates. Tables to enable you to find your federal marginal income tax rate. This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties.HOME PAGE CONTENT
I’m from Japan but handle a lot of international business here in America. I wanted to take some of my wealth and keep it here in America and Mr. Singh’s free financial analysis really helped me get a clear view of what I was supposed to do.USEFUL LINKS
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. GLOSSARY | BENEFIT CONSULTANT, INC. Glossary. A B C D E F G H I J K L M N O P Q R S T U V W Y Z . 1035 Exchange. A method of exchanging insurance-related assets without triggering a taxable event. Cash ALL VIDEOS | BENEFIT CONSULTANT, INC. Understanding the SECURE Act. Explaining the SECURE Act and how the changes affect your retirement strategy. Stay Safe with a B.O.P. At Your Back. Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.HOME PAGE CONTENT
I’m from Japan but handle a lot of international business here in America. I wanted to take some of my wealth and keep it here in America and Mr. Singh’s free financial analysis really helped me get a clear view of what I was supposed to do. INVESTMENT | BENEFIT CONSULTANT, INC. Investment. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help youALL PRESENTATIONS
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. LIFESTYLE | BENEFIT CONSULTANT, INC. Lifestyle. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. GLOSSARY | BENEFIT CONSULTANT, INC. Glossary. A B C D E F G H I J K L M N O P Q R S T U V W Y Z . 1035 Exchange. A method of exchanging insurance-related assets without triggering a taxable event. CashLINKS
U.S. Government Accountablity Office (GAO) The U.S. Government Accountability Office (GAO) is known as “the investigative arm of Congress” and “the congressional watchdog.” ESTATE | BENEFIT CONSULTANT, INC. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable tocommunicate.
TAX | BENEFIT CONSULTANT, INC. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing.GURDAYAL SINGH
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. HOME | BENEFIT CONSULTANT, INC. WELCOME TO BENEFIT CONSULTANT, INC. “Helping others navigate the complex world of Financial Services has been our focus for the past 30+ years.”. We will take the time to match your concerns and wishes with the best strategies and solutions. It is important to us that you feel good about any plan of action you decide to take. SERVICES - BENEFIT CONSULTANT, INC. Insurance. Life Insurance. Disability Income Insurance. Long-Term-Care Insurance. Health Insurance. For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. singh@benefitci.com |909-614-4100.
TOOLS | BENEFIT CONSULTANT, INC. Tools Glossary. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need.ABOUT US
Gurdayal Singh is the principal of Benefit Consultant Inc., an independent firm specializing in comprehensive Financial & Tax Management. He specializes in financial planning for Businesses, Individuals & Families. He graduated from Delhi University in Indiawith a
OUR TEAM - BENEFIT CONSULTANT, INC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. CONTACT | BENEFIT CONSULTANT, INC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.TAX RESOURCES
Tax Rates. Tables to enable you to find your federal marginal income tax rate. This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties.HOME PAGE CONTENT
I’m from Japan but handle a lot of international business here in America. I wanted to take some of my wealth and keep it here in America and Mr. Singh’s free financial analysis really helped me get a clear view of what I was supposed to do.USEFUL LINKS
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. GLOSSARY | BENEFIT CONSULTANT, INC. Glossary. A B C D E F G H I J K L M N O P Q R S T U V W Y Z . 1035 Exchange. A method of exchanging insurance-related assets without triggering a taxable event. Cash HOME | BENEFIT CONSULTANT, INC. WELCOME TO BENEFIT CONSULTANT, INC. “Helping others navigate the complex world of Financial Services has been our focus for the past 30+ years.”. We will take the time to match your concerns and wishes with the best strategies and solutions. It is important to us that you feel good about any plan of action you decide to take. SERVICES - BENEFIT CONSULTANT, INC. Insurance. Life Insurance. Disability Income Insurance. Long-Term-Care Insurance. Health Insurance. For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. singh@benefitci.com |909-614-4100.
TOOLS | BENEFIT CONSULTANT, INC. Tools Glossary. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need.ABOUT US
Gurdayal Singh is the principal of Benefit Consultant Inc., an independent firm specializing in comprehensive Financial & Tax Management. He specializes in financial planning for Businesses, Individuals & Families. He graduated from Delhi University in Indiawith a
OUR TEAM - BENEFIT CONSULTANT, INC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. CONTACT | BENEFIT CONSULTANT, INC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.TAX RESOURCES
Tax Rates. Tables to enable you to find your federal marginal income tax rate. This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties.HOME PAGE CONTENT
I’m from Japan but handle a lot of international business here in America. I wanted to take some of my wealth and keep it here in America and Mr. Singh’s free financial analysis really helped me get a clear view of what I was supposed to do.USEFUL LINKS
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. GLOSSARY | BENEFIT CONSULTANT, INC. Glossary. A B C D E F G H I J K L M N O P Q R S T U V W Y Z . 1035 Exchange. A method of exchanging insurance-related assets without triggering a taxable event. Cash ALL VIDEOS | BENEFIT CONSULTANT, INC. Understanding the SECURE Act. Explaining the SECURE Act and how the changes affect your retirement strategy. Stay Safe with a B.O.P. At Your Back. Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.HOME PAGE CONTENT
I’m from Japan but handle a lot of international business here in America. I wanted to take some of my wealth and keep it here in America and Mr. Singh’s free financial analysis really helped me get a clear view of what I was supposed to do. INVESTMENT | BENEFIT CONSULTANT, INC. Investment. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help youALL PRESENTATIONS
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. LIFESTYLE | BENEFIT CONSULTANT, INC. Lifestyle. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. GLOSSARY | BENEFIT CONSULTANT, INC. Glossary. A B C D E F G H I J K L M N O P Q R S T U V W Y Z . 1035 Exchange. A method of exchanging insurance-related assets without triggering a taxable event. CashLINKS
U.S. Government Accountablity Office (GAO) The U.S. Government Accountability Office (GAO) is known as “the investigative arm of Congress” and “the congressional watchdog.” ESTATE | BENEFIT CONSULTANT, INC. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable tocommunicate.
TAX | BENEFIT CONSULTANT, INC. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing.GURDAYAL SINGH
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. HOME | BENEFIT CONSULTANT, INC. WELCOME TO BENEFIT CONSULTANT, INC. “Helping others navigate the complex world of Financial Services has been our focus for the past 30+ years.”. We will take the time to match your concerns and wishes with the best strategies and solutions. It is important to us that you feel good about any plan of action you decide to take.SERVICES - HOME
Insurance. Life Insurance. Disability Income Insurance. Long-Term-Care Insurance. Health Insurance. For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. singh@benefitci.com |909-614-4100.
TOOLS | BENEFIT CONSULTANT, INC. Tools Glossary. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need.OUR TEAM - HOME
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.ABOUT US
Gurdayal Singh is the principal of Benefit Consultant Inc., an independent firm specializing in comprehensive Financial & Tax Management. He specializes in financial planning for Businesses, Individuals & Families. He graduated from Delhi University in Indiawith a
CONTACT | BENEFIT CONSULTANT, INC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.TAX RESOURCES
Tax Rates. Tables to enable you to find your federal marginal income tax rate. This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties.HOME PAGE CONTENT
I’m from Japan but handle a lot of international business here in America. I wanted to take some of my wealth and keep it here in America and Mr. Singh’s free financial analysis really helped me get a clear view of what I was supposed to do.USEFUL LINKS
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. GLOSSARY | BENEFIT CONSULTANT, INC. Glossary. A B C D E F G H I J K L M N O P Q R S T U V W Y Z . 1035 Exchange. A method of exchanging insurance-related assets without triggering a taxable event. Cash HOME | BENEFIT CONSULTANT, INC. WELCOME TO BENEFIT CONSULTANT, INC. “Helping others navigate the complex world of Financial Services has been our focus for the past 30+ years.”. We will take the time to match your concerns and wishes with the best strategies and solutions. It is important to us that you feel good about any plan of action you decide to take.SERVICES - HOME
Insurance. Life Insurance. Disability Income Insurance. Long-Term-Care Insurance. Health Insurance. For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. singh@benefitci.com |909-614-4100.
TOOLS | BENEFIT CONSULTANT, INC. Tools Glossary. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need.OUR TEAM - HOME
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.ABOUT US
Gurdayal Singh is the principal of Benefit Consultant Inc., an independent firm specializing in comprehensive Financial & Tax Management. He specializes in financial planning for Businesses, Individuals & Families. He graduated from Delhi University in Indiawith a
CONTACT | BENEFIT CONSULTANT, INC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.TAX RESOURCES
Tax Rates. Tables to enable you to find your federal marginal income tax rate. This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties.HOME PAGE CONTENT
I’m from Japan but handle a lot of international business here in America. I wanted to take some of my wealth and keep it here in America and Mr. Singh’s free financial analysis really helped me get a clear view of what I was supposed to do.USEFUL LINKS
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. GLOSSARY | BENEFIT CONSULTANT, INC. Glossary. A B C D E F G H I J K L M N O P Q R S T U V W Y Z . 1035 Exchange. A method of exchanging insurance-related assets without triggering a taxable event. Cash ALL VIDEOS | BENEFIT CONSULTANT, INC. Understanding the SECURE Act. Explaining the SECURE Act and how the changes affect your retirement strategy. Stay Safe with a B.O.P. At Your Back. Learn about the advantages of Business Owner Policies with this highly educational and fun animated video. INSURANCE | BENEFIT CONSULTANT, INC. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. INVESTMENT | BENEFIT CONSULTANT, INC. Investment. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help youALL ARTICLES
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. GLOSSARY | BENEFIT CONSULTANT, INC. Glossary. A B C D E F G H I J K L M N O P Q R S T U V W Y Z . 1035 Exchange. A method of exchanging insurance-related assets without triggering a taxable event. Cash LIFESTYLE | BENEFIT CONSULTANT, INC. Lifestyle. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. RETIREMENT | BENEFIT CONSULTANT, INC. The Long Run: Women and Retirement. For women, retirement strategy is a long race. It’s helpful to know the route. ESTATE | BENEFIT CONSULTANT, INC. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable tocommunicate.
TAX | BENEFIT CONSULTANT, INC. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. TEEN DRINKING AND YOUR LIABILITY Teen Drinking and Your Liability. Despite the overwhelming research documenting the health and behavioral consequences of underage drinking, some parents believe that allowing minors to drink under their supervision may lead to more responsible drinking in their adultyears.
HOME | BENEFIT CONSULTANT, INC. WELCOME TO BENEFIT CONSULTANT, INC. “Helping others navigate the complex world of Financial Services has been our focus for the past 30+ years.”. We will take the time to match your concerns and wishes with the best strategies and solutions. It is important to us that you feel good about any plan of action you decide to take.SERVICES - HOME
Insurance. Life Insurance. Disability Income Insurance. Long-Term-Care Insurance. Health Insurance. For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. singh@benefitci.com |909-614-4100.
TOOLS | BENEFIT CONSULTANT, INC. Tools Glossary. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need.OUR TEAM - HOME
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.ABOUT US
Gurdayal Singh is the principal of Benefit Consultant Inc., an independent firm specializing in comprehensive Financial & Tax Management. He specializes in financial planning for Businesses, Individuals & Families. He graduated from Delhi University in Indiawith a
CONTACT | BENEFIT CONSULTANT, INC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.TAX RESOURCES
Tax Rates. Tables to enable you to find your federal marginal income tax rate. This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties.HOME PAGE CONTENT
I’m from Japan but handle a lot of international business here in America. I wanted to take some of my wealth and keep it here in America and Mr. Singh’s free financial analysis really helped me get a clear view of what I was supposed to do.USEFUL LINKS
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. GLOSSARY | BENEFIT CONSULTANT, INC. Glossary. A B C D E F G H I J K L M N O P Q R S T U V W Y Z . 1035 Exchange. A method of exchanging insurance-related assets without triggering a taxable event. Cash HOME | BENEFIT CONSULTANT, INC. WELCOME TO BENEFIT CONSULTANT, INC. “Helping others navigate the complex world of Financial Services has been our focus for the past 30+ years.”. We will take the time to match your concerns and wishes with the best strategies and solutions. It is important to us that you feel good about any plan of action you decide to take.SERVICES - HOME
Insurance. Life Insurance. Disability Income Insurance. Long-Term-Care Insurance. Health Insurance. For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. singh@benefitci.com |909-614-4100.
TOOLS | BENEFIT CONSULTANT, INC. Tools Glossary. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need.OUR TEAM - HOME
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.ABOUT US
Gurdayal Singh is the principal of Benefit Consultant Inc., an independent firm specializing in comprehensive Financial & Tax Management. He specializes in financial planning for Businesses, Individuals & Families. He graduated from Delhi University in Indiawith a
CONTACT | BENEFIT CONSULTANT, INC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.TAX RESOURCES
Tax Rates. Tables to enable you to find your federal marginal income tax rate. This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties.HOME PAGE CONTENT
I’m from Japan but handle a lot of international business here in America. I wanted to take some of my wealth and keep it here in America and Mr. Singh’s free financial analysis really helped me get a clear view of what I was supposed to do.USEFUL LINKS
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. GLOSSARY | BENEFIT CONSULTANT, INC. Glossary. A B C D E F G H I J K L M N O P Q R S T U V W Y Z . 1035 Exchange. A method of exchanging insurance-related assets without triggering a taxable event. Cash ALL VIDEOS | BENEFIT CONSULTANT, INC. Understanding the SECURE Act. Explaining the SECURE Act and how the changes affect your retirement strategy. Stay Safe with a B.O.P. At Your Back. Learn about the advantages of Business Owner Policies with this highly educational and fun animated video. INSURANCE | BENEFIT CONSULTANT, INC. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. INVESTMENT | BENEFIT CONSULTANT, INC. Investment. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help youALL ARTICLES
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. GLOSSARY | BENEFIT CONSULTANT, INC. Glossary. A B C D E F G H I J K L M N O P Q R S T U V W Y Z . 1035 Exchange. A method of exchanging insurance-related assets without triggering a taxable event. Cash LIFESTYLE | BENEFIT CONSULTANT, INC. Lifestyle. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. RETIREMENT | BENEFIT CONSULTANT, INC. The Long Run: Women and Retirement. For women, retirement strategy is a long race. It’s helpful to know the route. ESTATE | BENEFIT CONSULTANT, INC. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable tocommunicate.
TAX | BENEFIT CONSULTANT, INC. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. TEEN DRINKING AND YOUR LIABILITY Teen Drinking and Your Liability. Despite the overwhelming research documenting the health and behavioral consequences of underage drinking, some parents believe that allowing minors to drink under their supervision may lead to more responsible drinking in their adultyears.
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I’m from Japan but handle a lot of international business here in America. I wanted to take some of my wealth and keep it here in America and Mr. Singh’s free financial analysis really helped me get a clear view of what I was supposed to do. My business friend are nowworking with him.
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As a travelling artist, Mr. Singh helped me focus on what matters to most for me, my art. His strategy help me look at the big picture and he helped fill in the smaller details that would take up a lot of my time. I highly recommend Mr. Gurdayal Singh’s financial advice andanalysis.
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I was introduced to the Gurdayal from Wealth and Wisdom Online as a result of the estate work he did for the Roden Estates. Gurdayal’s comprehensive approach, including inter-generational planning and attention to all details, saved our family’s estate a great deal of taxes we didn’t even know we didn’t need to pay.Michelle G.
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Gurdayal made a great improvement in my family’s life. As a result of a large inheritance, I hired Gurdayal to assist me with my new found wealth. He helped guide me through a new business lifestyle along with a retirement plan that I could not have imagined before I met him and above all, has helped to preserve my principal and provide me with a real peace of mind.Barbara L.
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7 WAYS TO HELP YOU CUT COLLEGE COSTS By Lynn O’Shaughnessy Parents may assume they earn too much to qualify for financial aid. However, there are a number of strategies that even wealthy families can employ to cut expenses. Here are seven steps for estimating costs and maximizing financial aid. While it’s no surprise that parents stress about how they’re going to pay*
THE 12 ABSOLUTELY UNBREAKABLE LAWS OF BUSINESS The Law of Purpose: The purpose of a business is to create and keep a customer. The Law of Organization: A business organization is a group of people brought together for the common purpose of creating and keeping customers. The Law of Customer Satisfaction: The customer is always right. The Law of the Customer: The*
FOUR WAYS TO FUND A BUY-SELL PLAN There are FOUR ways to fund a buy-sell plan at an owner’s death: 1. Cash Method The purchaser(s) could accumulate sufficient cash to buy the business interest at the owner’s death. Unfortunately, it could take many years to save the necessary funds, while the full amount may be needed in just a few months or*
3 WAYS TO BE A CHAMPION When it comes to being successful, there’s a lot more to the process than simply winning. My personal friend Lee Labrada (the former Mr. Universe, the man who holds more body building records than anyone in history) says, “Forget about winning.” He tells me he’s known a lot of so-called winners, who have won a number of contests,but live
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RETIREMENT PLANNING: A DOCUMENT CHECKLIST DOCUMENT CHECKLIST You may find this Document Checklist of assistance in your planning. Please contact my office if we can be of further assistance. Document Location Personal Birth Certificate Marriage License Pre- or Post-Nuptial Agreement Will Trust(s) Living Will(s)/Power(s) of Attorney Mortgage Papers Automobile Titles/ Papers Income Tax Returns Gift Tax Returns Insurance Policies Employee*
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TUESDAY TIP: IDENTIFY BAD SPENDING HABITS by Joe of Talking Cents Identify Bad Spending Habits choose to spend money affects your ability to generate savings or eliminate credit card debt. Poor spending choices can result in increased debt or an inability to pay off what you already owe. Sometimes we have bad spending habits that*
LIFE INSURANCE GIFTS*
TIME MANAGEMENT TOOLS Most people need some sort of device or tool to help them stay on track and manage time well. Very few people can stay organized without a little help; you could use an app that stores appointments and sends reminders, or a timer that helps you keep on track. We’re all different, and some students like* __
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