Tag Archives: organization

Capital Gains Tax Bypassed

Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. While their investments increased substantially in value, their potential capital gains tax bill was rising. Now with retirement on the horizon, they were looking for a way to sell their highly appreciated stock, generate income for their future and avoid paying high capital gains tax. Continue reading

Your Plan for Senior Care

Published August 17, 2012
United Methodist Foundation for the Tennessee and Memphis Conferences

Planning for retirement and senior care is a very important activity. The activities of daily living for a senior person include eating, dressing, bathing, and walking or moving. At some point you will likely need assistance in one or more areas.

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