Richard Zeitz, President of Bravias Financial was recently featured in U.S. News & World Report regarding Tips For Successful Senior Investing. Seniors look for retirement income out of their investments, but chasing yield carries extra risk. Richard discusses fixed indexed annuities as an asset class and how they can help investors obtain attractive yields over time. while […]
How many of these items can you knock out before 2016?
‘Tis The Season For A Rate Hike As 2015 draws to a close, global markets are entering a period of transition. The interest rate environment, commodities market, emerging economies, and western politics find themselves at turning points. Over the next 12 months, investors should expect a series of pivotal announcements that impact global markets. The […]
Advising Federal Employees There is certainly no shortage of financial advisors in this great country. Consumers can find quality retirement planning advice from a vast pool of financial professionals, all of whom do a lot of things well. However, for Federal employees, finding an advisor who not only has years of experience, but also focuses on […]
Insuring Your Business With a Buy/Sell Agreement Tip: All in the Family. Family owned businesses account for 60% of total US employment and are responsible for 78% of all new jobs. Yet only about 30% of them survive into the second generation. Source: Harvard Business Review, April 10, 2014 Life insurance is designed to help protect […]
The Bull Is Back? After a rough summer, investors got a reprieve in October. As companies started to announce their third quarter earnings, the results were cause for relief. More than usual, those companies beat their earnings expectations and that was in spite of the tumultuous events of the summer. Investors interpreted that resilience as a sign that the US economy […]
This month, Carolyn Ellis of Life & Health Advisor magazine interviewed Richard Zeitz about his experience as a financial advisor that specializes in Federal benefits, is helping Federal employees better understand their CSRS / FERS retirement benefits so they can plan for a more secure retirement. InProfile: Richard Zeitz of Bravias Financial […]
A Primer on Irrevocable Life Insurance Trusts I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money. – Entertainer Arthur Godfrey1 The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives, […]
The Dog Days Of Summer The second quarter left most investors disappointed. After the upturn in stocks at the end of August, many investors hoped that the markets were going to make a swift recovery. Instead, investors experienced another month of volatility. While the US continues to do as well or better than the rest […]
6 Most Overlooked Tax Deductions Who among us wants to pay the IRS more taxes than we have to?¹ While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the six most overlooked opportunities to manage your tax […]
