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Tips to Safeguard Your Assets

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Uploaded by on Dec 15, 2009

http://www.NorthStarPlanners.com
What are the best strategies when safeguarding your assets? Allen Giese, President of NorthStar Financial Planners, explains some techniques in keeping your investment portfolio safe.
One of the easiest things to do for married couples is to title your account Tenancy by the Entireties Secondly, any money that is inside an annuity is protected it is virtually credit proof. Another safeguard is an IRA or any qualified retirement plan they are also virtually credit proof. Finally, the old standard would be your home.
Dont get taken advantage of!
NorthStar Financial Planners, Inc, fee-only financial planning firm in Plantation Florida: The Fine Art of Wealth Management.

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