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Ballast Advisors
JUNE 18, 2024
At Ballast Advisors, we understand the unique challenges faced by snowbirds and are here to provide guidance and support on this journey. Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds.
Ballast Advisors
JUNE 18, 2024
At Ballast Advisors, we understand the unique challenges faced by snowbirds and are here to provide guidance and support on this journey. Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds.
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Cordant Wealth Partners
AUGUST 16, 2024
Medical It’s typical to get a year of COBRA as part of your separation package at Intel, which pays for continued health insurance coverage and allows you to stay on your Intel plan. 18 months of coverage is being offered for COBRA plus a $20k Healthcare bonus. Tax planning for a transition out of Intel is critical.
Cordant Wealth Partners
DECEMBER 2, 2022
As part of your separation package at Intel, it’s typical to get a year of COBRA which pays for continued health insurance coverage and allows you to stay on your Intel plan. Document Your Current Assets (In One Place). Cordant, Inc. (“Cordant”) is a registered investment advisor.
Brown Advisory
NOVEMBER 12, 2015
We also want to work consistently with you and your other advisors to improve the structure of your estate, reduce your tax liabilities, update your life, property and other insurance coverage, and find other ways to organize and optimize your financial situation. Conclusion.
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