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Helping Heroes Retire

Helping Heroes Retire

Category: Estate Planning

Personal Finances Are you sure your assets are protected?

Posted on January 22, 2021 by Gregg Brant

As the year 2020 comes towards an end we are fielding more questions surrounding asset protection for sworn officers if qualified immunity is lost. There are many layers to asset protection. The best strategy is to address all potential concerns, that way if your qualified immunity is compromised you and your family are protected. Once… READ MORE

Personal Finances Trump, Biden & Your Taxes

Posted on October 23, 2020 by Gregg Brant

Presidential nominee Joe Biden’s campaign has proposed many major tax reforms as we near the November 2020 election. Much of this reform targets the legislation enacted by President Trump’s Tax Cuts and Jobs Act (TCJA) of 2017. While these are just proposals for the time being, they provide significant insight into the presidential nominee’s position… READ MORE

Personal Finances Estate Planning & Income Protection During COVID-19

Posted on April 15, 2020 by Gregg Brant

The other day I was speaking with a friend of mine and he brought up some new words or phrases that are now a part of his regular vocabulary. Some of these words were “Zoom, N95 Mask, Social-Distancing, and Senior Grocery Hours”. One phrase that he mentioned to me though really struck a chord: “Last… READ MORE

PUBLISHED IN   Florida Cops Magazine
Personal Finances The “SECURE” Act: Maybe Not So SECURE?

Posted on February 3, 2020 by Gregg Brant

For decades, people have been falling behind with retirement savings. According to the U.S. Bureau of Labor Statistics in 2018, only 55% of the adult population was participating in a workplace retirement plan. A recent study from Vanguard published in 2019 show that the average person 65 years old or older has just $58,035 in… READ MORE

PUBLISHED IN   Florida Cops Magazine
Personal Finances Attention all FRS Investment Plan and DROP Participants

Posted on January 8, 2020 by Steve Olson

It has come to our attention that a number of PBCPBA members are invested in mutual funds with very high expenses (some more than 3 percent per year) and that are potentially underfunded. This could cause your retirement to be at risk. Here is a look at some of the funds: FUND EXPENSE RATIO TOTAL… READ MORE