Advanced Planning Archives - Page 3 of 5 - Sensenig Capital Advisors

Advanced Planning

February 10, 2016

Understanding Medicare

Medicare contains four components: Parts A, B, C, and D. Part A is hospital insurance designed to cover inpatient care in hospitals and rehabilitation facilities. Part B helps to cover…

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Advanced Planning Uncategorized

February 10, 2016

EEO Compliance and Litigation Preparedness: A Primer for Business Owners

There is no denying it: Business-owners face various forms of litigation including commercial disputes, workers’ compensation claims, personal injury actions, and employment litigation. But employment litigation is quite unique from…

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Advanced Planning

January 13, 2016

Budget Deal Curbs Social Security Claiming Options

Considering Social Security options? New rules have eliminated and/or limited two Social Security filing strategies that have helped married couples collect thousands of dollars in added income over their lifetimes.…

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Advanced Planning

November 4, 2015

Common Estate Planning Mistakes and How to Avoid Them

Estate planning can be as simple as drafting a will or as complex as setting up specialized trusts. When you are ready to create your own plan, it's wise to…

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Advanced Planning

September 17, 2015

Beneficiary of a Trust? What You Need to Know

If you have been named as a beneficiary of a trust, you probably have many questions about what comes next. Trusts can take many forms and may be governed by…

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Advanced Planning

May 19, 2015

Family Wealth Planning Conversations

We consider many of the folks we work with to be “family stewards”. Meaning they primarily seek to use their wealth to care for themselves and their family. Therefore, considering…

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Advanced Planning

March 2, 2015

Optimizing Your Company’s Wellness

There is a growing awareness regarding how health affects our lives, bodies, families and now even our business and companies. Instilling Wellness Programs into our companies and corporate culture is…

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Advanced Planning

February 19, 2015

Advisor Due Diligence Part 3: Finding Right-Fitting Advice

In this final installment in our series, “Doing Due Diligence on Your Financial Advisor,” we wrap up our discussion about fiduciary duty and offer additional qualities worth seeking in your…

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Advanced Planning

February 3, 2015

Advisor Due Diligence Part 2: First There Is Fiduciary

In the medical profession, physicians practice according to a familiar standard: “First do no harm.” There should be a similar level of commitment for anyone who wants to advise you…

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Advanced Planning

January 9, 2015

Advisor Due Diligence Part 1: How Do You Know?

Our prior post "Finding The Right Financial Advisor" generated enough interest that we decided to build upon our thoughts and create a series of articles in order to help guide…

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