1. Many people are confused about the difference between traditional brokers and fee-only advisors. In the old Archie Bunker model, you purchased products from a broker or insurance agent who was working on commission. The new service model based on fee-only advice is like going to a doctor.

    To learn more about how to build your retirement wealth, contact Christian Koch, President of KAM South.
    He's been helping people build their wealth for more than 20 years. Let him build yours.

    kamsouth.com

    404-843-3745

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  2. When should you set up a trust? You should have the discussion when your individual or family asset base is above $1.0 million threshold. Make sure it includes your financial accounts and real estate holdings. Remember, a trust can help protect your assets from creditors.

    To learn more about how to build your retirement wealth, contact Christian Koch, President of KAM South.
    He's been helping people build their wealth for more than 20 years. Let him build yours.

    kamsouth.com

    404-843-3745

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  3. Planning for incapacity is extremely important. It should be part of your estate planning tool box. The financial power of attorney is the best example.

    To learn more about how to build your retirement wealth, contact Christian Koch, President of KAM South.
    He's been helping people build their wealth for more than 20 years. Let him build yours.

    kamsouth.com

    404-843-3745

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  4. If retirement is less than 1 year away, there are lots of items to think about: the first would be making a decision on establishing a path to rollover your company 401K account.

    To learn more about how to build your retirement wealth contact Christian Koch, President of KAM South.
    He's been helping people build their wealth for more than 20 years. Let him build yours.

    kamsouth.com

    404-843-3745

    # vimeo.com/128415964 Uploaded 50 Plays 0 Comments
  5. It’s important to protect yourself if you own a lot of rental properties. The most important step is to limit your liability. Establishing an LLC is the best way to go.

    To learn more about how to build your retirement wealth, contact Christian Koch, President of KAM South.
    He's been helping people build their wealth for more than 20 years. Let him build yours.

    kamsouth.com

    404-843-3745

    # vimeo.com/128416855 Uploaded 23 Plays 0 Comments

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