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Archive for September 2018

7 Steps to Change Your Domicile to Florida

7 Steps to Change Your Domicile to Florida on stuartplanning.com

Tax benefits and sunshine: What’s not to love? For many reasons including the great weather, many people choose to purchase property and spend time in Florida. Florida also has several significant tax benefits for its residents; however, qualifying for these benefits depends on whether Florida is your primary residence. Two of the best Florida tax…

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How Do You Know We Are a Good Fit?

How Do You Know We Are a Good Fit on stuartplanning.com

These shared principles mean shared success “Craig, you said that one of the things Warren Buffet looks for is someone he enjoys spending time with. How do you know whether it is going to work out when you meet a new advisor?” asked Mr. Edelman, a retired CEO. That’s a very good question. Here’s what I know: there…

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Are Blue-Chip, Dividend-Paying Stocks Really “Safe?”

Are Blue-Chip, Dividend-Paying Stocks Really “Safe?” on stuartplanning.com

4 examples of why even well-known companies aren’t always worth the investment For many investors – newbies and veterans alike – there is often an attraction to big corporations. If a company is a household name (and you perhaps even have some of their products in your house), this appears to be a safe investment.…

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