Jarrett B. Topel's blog

Annuities Are Like Air-Bags For Your Portfolio

The concept of an annuity, a promise by one party to make a series of payments of a specific value to another for a given period of time, or until a certain event occurs (such as the death of the person receiving the payments), has been around since at least the Roman Empire. The history is too long and varied to address here, but for a financial concept that has been around for so long, the reputation of the annuity has certainly endured a roller-coaster ride in modern times.

TDWM Announcement - Leaving LPL to Form RIA at TD Ameritrade

It is with great excitement that we here at Topel & DiStasi Wealth Management announce our decision to end our seven-year affiliation with LPL Financial, and change our custodial relationship for our client’s investment accounts. We have also decided to register Topel & DiStasi Wealth Management as its own RIA (Registered Investment Advisor), rather than continue to operate under someone else’s corporate RIA as we did with LPL Financial.

The Tax Consequences of Whole Life Insurance

Deciding on whether to buy a life insurance policy usually comes down to choosing either permanent policies such as whole life insurance or the shorter-term option of term life insurance. Picking between the two requires carefully looking at the pluses and minuses, including the tax implications of both plans.

What are the tax advantages of whole life?

Don’t Go Shopping Without a List

Have you ever gone to the grocery store without a list?  If so, you probably know the following things are highly likely:

6 Questions To Ask A Potential Financial Advisor

A few weeks ago a new, potential client came in to meet with me. He was armed with a list of questions.

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