MechanicsofMoney

Free Answers to Money Questions

Understanding Spendthrift Trusts

Trusts can be structured to provide superior asset protection against creditor claims.  Spendthrift trust  provisions prevent creditors of the trust beneficiary from reaching the trust assets as long as the assets are held in the trust. This type of provision may or may not be upheld, depending on who created the trust and what the [...]

Which Business Retirement Plan is Right for You?

If you run a small business, you’ve got no shortage of concerns: cash flow, marketing, the ebb and flow of the economy – you name it. In fact, you have so many issues to ponder, you might find it hard to take the time to choose a retirement plan for your business. And yet, it’s [...]

What Is More Important for Financial Planners: SEO Skills or Business Acumen?

I have often heard financial planners complain that they are financial advisors and not business men (or women). That is why I have been surprised lately to hear a number of financial planners lament that they are financial advisors, not internet search engine optimization experts. I guess it is time for all financial planners to [...]

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