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How do my investments work? How do Trusts work? Do I need a Will? How can I make all of Tax Deferred? How can I avoid Capital Gains Taxes every time I sell an investment? Why is half of my Life Insurance going to go to the IRS when it is supposed to go my family? What’s a hedge fund and what can go wrong? What’s a Non-Publicly Traded REIT and why can’t I get my money out? How bad are the annuities I own and why do I keep getting invitations for “free dinners”? What’s with all the surrender charges and penalties. These are not Simple matters. We try to make things simpler to understand and simpler to own by explaining everything to you in detail.

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Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Check the background of this financial professional on FINRA's BrokerCheck.