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1021223-00003-00

Avraham "AY"  Rappaport, CLTC

President, Financial Professional

 

Yaniv "Jay" Natanov

President, Financial Planner

 

Eli Rappaport

Vice President, Financial Planner

 

Shlomo Rosenstein

Financial Professional

 

Ozzie Marizan

Financial Planner

 

Joseph Greer

Office Administrator

 

Premier Financial

6395 Dobbin Road, Suite 102, Columbia, MD 21045

 

Phone:  240-309-6001

 

Email: joseph.greer@prudential.com

Website: premierfinancial1.com

May/June 2022

Giving to Charity with a Donor-Advised Fund

A donor-advised fund (DAF) is a charitable investment account established to manage charitable contributions from many different donors. When you contribute to a DAF, you generally can choose the charities you want to support and the time frame for distributing the assets.

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Estate Planning: The Basics and Beyond

Like most people, you'd probably rather not think about a time when you're no longer around. Still, it's important to have a plan in place that relays your final wishes and gives directions for carrying them out. You may already have a will that describes how your possessions should be distributed and names a guardian for any minor children. However, that's only one piece of an estate plan.

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Safeguard Your Portfolio Against Unpredictable Markets

You can’t forecast what the markets will do in the future, but you can be prepared for the ups and downs. If you’re in the home stretch toward retirement, having a plan that helps to reduce your risk of a portfolio meltdown can be comforting.

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It's Never Too Early

Hey, millennials, you still have time to save for retirement. Start by establishing good money habits that will help you throughout your lifetime. These ideas may help.

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Planning for a Child with Special Needs

Ensuring that special-needs children have support and resources when parents are no longer around to care for them takes planning and being aware of the available options.

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The Name Game

A will specifies who should receive your assets when you die. But that’s not its only purpose. A will also names someone to settle your estate, as well as someone to care for any minor children you leave behind.

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Pay Off, Not Down

U.S. consumer debt—including money owed on credit cards and student and auto loans — reached $4.37 trillion in September 2021, according to the Federal Reserve. If you’re carrying balances on high-interest credit cards, choose one of these strategies to get out of debt.

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Millennials and Debt

As a group, millennials (ages 25-40) are carrying too much debt and may need to make major changes to feel secure about their future finances.

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ESG Investing: Making a Difference

Environmental, social and governance (ESG) investing is a strategy that considers a company’s policies and actions and how well they serve workers, communities, customers, shareholders, and the environment.

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Gen X: Do Your Finances Need Attention?

The global pandemic, job instability and the fluctuations of the market have left many Gen Xers fearful for their financial future. Despite nearing their peak earning years, significant numbers of Gen Xers are falling behind when it comes to saving for retirement.

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Balance Saving for College and Retirement

School's out. Summer's here. As parents, you need to think further ahead than summer camp. When it comes to choosing between saving for a child's college education or saving for retirement, which one should be the priority?

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Executive Bonus: A Perk to Consider

Staffing issues. Stress. Burned-out managers. If the “Great Resignation” has prevented your business from attracting and retaining key employees, a Section 162 Executive Bonus Plan might be an incentive program worth considering.

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Understanding Small Business Loans

Having significant debt is never a good business model. However, seeking funding to make your business more profitable may be a smart move. Start the process by reviewing your financing options.

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Life insurance is issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Premier Financial is not affiliated with Prudential Financial. Premier Financial sells insurance products of Prudential Financial's affiliated insurance companies in addition to products of non-affiliated insurance companies. Premier is authorized to sell and service certain insurance products of Prudential Financial companies as well as use this material. Premier Financial and its representatives do not give tax or legal advice. Please consult with your own advisors regarding your particular situation. Offering financial planning and investment advisory services through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255. Joseph Greer is employed by Eli Rappaport and not The Prudential Insurance Company of America or its subsidiaries.
Premier Financial and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

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