1. Qualified Longevity Annuity Contracts (QLAC)- The Treasury’s Effort to Ease Managing the Risk of Outliving Retirement Funds

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    July 10, 2014 by Jeremy Green CFP, CTFA, CLU, CEBS, MSFS, AEP, EA

    contract

    Actual IRS QLAC Final Regs A copy of the actual final regulations is linked above. This article is intended to provide accurate, detailed summary information …
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  2. 50 Years Historical Financial and Economic Data in One Spreadsheet with Illustrative Commentary

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    March 26, 2014 by Jeremy Green CFP, CTFA, CLU, CEBS, MSFS, AEP, EA

    New

    (click on the image to view the spreadsheet in full size) The purpose of this exercise initially was to help …
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  3. Taxation- is for Fiscal/ Monetary and Social Policy. Not Revenue.

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    March 25, 2014 by Jeremy Green CFP, CTFA, CLU, CEBS, MSFS, AEP, EA

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    During the peak of the Financial Crisis in 2008 the Federal Reserve embarked on a program called Quantitative Easing. At the …
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  4. 2014 Minnesota Estate and Gift Tax Changes

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    March 24, 2014 by Jeremy Green CFP, CTFA, CLU, CEBS, MSFS, AEP, EA

    2014 MN Estate and Gift Tax Changes

    Governor Dayton signed into law changes for Minnesota’s Gift and Estate Tax laws on Friday March 21st, 2014. Below is …
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  5. Why the Fed’s Monetary Expansion hasn’t caused excessive inflation

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    November 25, 2013 by Jeremy Green CFP, CTFA, CLU, CEBS, MSFS, AEP, EA

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    Expanding the monetary base can and has caused significant inflation historically.The truth is that credit long ago became a larger …
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  6. 2013 Minnesota Estate and Gift Tax Changes

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    May 28, 2013 by Jeremy Green CFP, CTFA, CLU, CEBS, MSFS, AEP, EA

    MN seal

    Govenor Dayton signed bill MN HF0677.4 (click the higligted link to view the bill itself) into law May 23rd, 2013. There are numerous tax …
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  7. The Potential Impact of Rising Interest Rates on the Equity Risk Premium

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    May 22, 2013 by Jeremy Green CFP, CTFA, CLU, CEBS, MSFS, AEP, EA

    risk

    This is a brief article on the impact of Monetary policy on treasury interest rates, which impact equity market valuations through the …
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