MARCH 2018
Name change coming…
Starting April 1st you will notice we have a new team name! To recognize Neil Kumar becoming a partner, we are changing the team name from Jefferson | Steele Partners to JSK Partners! What is a good credit score?
Knowing your Credit Score and reviewing your Credit Report are important tools in your financial planning tool-kit. Many of our clients don’t have debt, but may have children or grandchildren who could benefit from this knowledge, so please feel free to share. Having a lower or higher score will directly impact your cost of borrowing and access to credit. We have attached two articles on how to check your Credit Score and Credit Report. Please let us know if you have any questions.
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Get ready for the vicious hidden tax we haven’t seen in more than a generation
The market’s recent correction has been blamed on three factors. Investors can’t do much about two of them. First, high valuations after a long and strong bull market mean returns will probably be lower from here. The odds of a happy outcome are simply reduced by the higher starting point.
Read full article Alter Ego Trusts & Joint Partner Trusts
In its simplest form, a trust provides a method for an individual (the settlor) to transfer legal title of property to another person (the trustee) who in turn has a fiduciary responsibility for administering the property on behalf of the beneficiary.
Read full article 2018 Trends in Garden Design
As we’ve just crossed from Winter into Spring, we thought it would be nice to focus on the garden and getting outside.
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