Tags » Financial Adviser

Main Residence Additional Inheritance Tax Threshold

This tax information and impact note affects individuals with direct descendants and personal representatives of deceased persons with total assets above the Inheritance Tax threshold. 1,753 more words

Financial Planning

The May 2016 Federal Budget Will End Superannuation As We Know It

On 3 May 2016 the Australian Treasurer, Scott Morrison, handed down his first Budget and changes to superannuation were a core theme.

While there is plenty of focus on things that are perceived as negative changes, let’s not forget there are also some important changes that are potentially quite good news. 101 more words

Financial Advice

Share buybacks. Good, Bad, or Ugly?

Publicly-traded companies buying their own shares (share “buybacks” or “repurchases”) increase earnings per share by reducing the total number of shares outstanding (identical earnings spread over fewer shares).  295 more words


Lou Desepoli in FA Magazine

Desepoli Wealth President and Founder, Lou Desepoli was featured in this month’s Financial Advisor Magazine. The article was entitled “A Potential New Client Base”, and discussed the growing number of elder workers who are starting business, and the opportunity it presents to the advisory community. 17 more words


The value of good advice

When I started out in this industry, a man respected asked me why would I want “sell” insurance for living since everybody was doing it. He really made me doubt my decision at that point. 308 more words

Financial Adviser

Advisory Services For Increasing Your Wealth

It is not an easy task to manage your finances and assets. Many people are looking for the right advisor in Cheshire for providing them advise and suggestion to maintain their finances. 222 more words

Financial Adviser

Plenty of Millennials Fit A Generational Stereotype...Just Not The One You Think

My chops for penning this blog are that I am both a baby boomer and an employer.  The social media biosphere is replete with (mostly) well-intentioned advice for what millennials need to do to excel in the workplace.  402 more words