2016 Wrap Up for the Holidays

December 20, 2016 · · Articles, Economy, Investing · 0 Comments

  The year in brief. Investors will likely remember 2016 as a year of two momentous votes and one monetary policy decision. This year brought the Brexit referendum in the United Kingdom and a surprise presidential election victory for Donald Trump, and it now appears probable that the Federal Reserve will raise interest rates in.

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What to Do Financially When a Spouse Dies

November 2, 2016 · · Articles, Cash Management, Estates & Trusts, Tax Planning · 0 Comments

Steps to see that financial matters remain in good order. When a spouse passes away, the emotion and magnitude of the loss can send our lives reeling. This profound change can also affect our finances. All at once, we have a to-do list before us, and the responsibility of it can make us feel pressured..

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Updating Your Estate Plan

September 14, 2016 · · Articles, Estates & Trusts · 0 Comments

  When should you review it? What should you review?       An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your assets after your death. The third goal is to state who will make medical and financial decisions.

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Getting Educated on College Savings

May 24, 2016 · · Financial Planning, Investing, Videos · 0 Comments

Is it time for you to consider how to pay for your children’s college tuition? This video may be of some help:  

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Tell Your Beneficiaries About Your Accounts and Policies

May 11, 2016 · · Articles, Estates & Trusts · 0 Comments

Let them know how they will receive retirement assets and insurance benefits. Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die?   If you have a proper will or estate plan in place, you will likely answer “yes” to both of.

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Eldercare – Preparing to Care for Your Aging Parents

April 26, 2016 · · Estates & Trusts, Financial Planning, Videos · 0 Comments

Is it time for you to care for your aging parents? This video may be of some help:  

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Consider an IRA Charitable Rollover

April 19, 2016 · · Articles, Generosity, Investing, Retirement, Tax Planning · 0 Comments

If you want a tax break and want to help a non-profit, this may be a good move.   Have you ever wanted to make a major charitable gift? Would you like a significant federal tax break in acknowledgment of that gift? If so, an IRA charitable rollover may be a good financial step to.

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Retirement Now vs. Retirement Then

March 18, 2016 · · Articles, Cash Management, Financial Planning, Retirement · 0 Comments

Today’s retirees must be more self-reliant than their predecessors. Decades ago, retirement was fairly predictable: Social Security and a pension provided much of your income, you moved to the Sun Belt, played tennis or golf, and you lived to age 70 or 75. To varying degrees, this was the American retirement experience during the last.

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Reducing the Risk of Outliving Your Money

March 11, 2016 · · Articles, Cash Management, Investing, Retirement, Risk Management · 0 Comments

  What steps might help you sustain and grow your retirement savings?   “What is your greatest retirement fear?” If you ask retirees that question, “outliving my money” may likely be one of the top answers.  Retirees and pre-retirees alike share this anxiety. In a 2014 Wells Fargo/Gallup survey of more than 1,000 investors, 46%.

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Should You File Jointly, Or Not?

February 19, 2016 · · Articles, Tax Planning · 0 Comments

For many married couples, filing jointly is a good idea, but there are exceptions.   Ninety-five percent of married couples file joint federal tax returns. Filing jointly can be convenient. Frequently, there’s a financial advantage, but that does not mean it should be done without consideration.1 Years ago, there was less incentive to file jointly..

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