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What is the NUA Tax Break and How Can You Get It?

What is the NUA Tax Break and How Can You Get It?

by Robert Katch | Sep 25, 2018 | Retirement, Tax Planning

Tax laws have been in the news a lot this year and they just seem to get more and more complicated. While not everyone needs to be a tax expert, we think it’s important to have a basic understanding of certain areas, especially those that can be such a great benefit...
Invested in People: The Manchester Financial Team

Invested in People: The Manchester Financial Team

by Manchester Financial | Sep 20, 2018 | Community, Financial Planning

The following article was written by Michael Gonzalez and originally appeared in “Malibu Magazine.” You can read the original version here. Founded in 1990 by Robert Katch, Manchester Financial has been providing financial planning and portfolio management for almost...
What We Can Learn from Estate Planning Mistakes Made by Celebrities

What We Can Learn from Estate Planning Mistakes Made by Celebrities

by Laura Navarro | Sep 18, 2018 | Estate Planning, Retirement

Soon after the “Queen of Soul” Aretha Franklin’s death this summer, my husband and I were reminiscing about her most popular songs when he turned to me and said, “Wow, I wonder what her estate is worth?” I thought to myself, “Whatever it is, I hope she had a will and...

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