How Estate and Gift Taxes Can Impact Your Financial Plan

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How Estate and Gift Taxes Can Impact Your Financial Plan

Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.

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3 Money Rules: Making the Right Choices to Get From Here to There

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3 Money Rules: Making the Right Choices to Get From Here to There

“It is our choices, Harry, that show what we truly are, far more than our abilities.” – Albus Dumbledore, in “Harry Potter and the Chamber of Secrets” by J.K. Rowling How do you get from here to there? Every day we are faced with so many choices of what to do with our time. Get …

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Managing Finances like Football: Does Your Wealth Management Plan Have a Strong Offense, Defense and Special Teams?

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Managing Finances like Football: Does Your Wealth Management Plan Have a Strong Offense, Defense and Special Teams?

In the financial world, when evaluating a family’s overall financial situation, we manage risk and we work to prevent something bad from happening to us. We work to not give up the big play, an unfortunate event that could derail a family’s retirement plan.

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How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

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How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 …

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Lessons from Prior Economic Recessions for the  American Investor

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Lessons from Prior Economic Recessions for the American Investor

What does it mean to be an American investor today? It means you are tough, resilient, and resourceful. There seems to be an ever-constant barrage of negative headlines in the news with no reprieve in sight. How does one make sense of all the news and the changes in the markets? How do you …

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Find a Financial Advisor Near You: The Complete Guide to Choosing the Right Financial Advisor

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Find a Financial Advisor Near You: The Complete Guide to Choosing the Right Financial Advisor

There are many misconceptions about financial advisors. For starters, advisors are often thought of as a salesperson, trying to sell you a product that makes them a commission. Or that advisors are unnecessary in a world of robo-advisors and online trading. In reality, there are a lot of im …

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4 Unforeseen Challenges for Business Owners Considering Third-Party Sales

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4 Unforeseen Challenges for Business Owners Considering Third-Party Sales

For many business owners, a sale to a third party is their assumed exit path. Some business owners even start their businesses with the goal of finding a larger buyer with deep pockets, selling the business and retiring early. The potential to sell the business for cash draws business owner …

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3 Revealing Questions to Ask Your Advisor to Determine Their Motives with Your Money

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3 Revealing Questions to Ask Your Advisor to Determine Their Motives with Your Money

The last several months have tested us in almost every aspect of life. Markets continue to swing back and forth. For some, the workplace has moved to the home, while others are navigating a return to the office. Investors are wading through the emotions that come with life-altering challeng …

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How to Make Charitable Giving Part of Your Financial Plan

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How to Make Charitable Giving Part of Your Financial Plan

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

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How to Become a Millionaire in Retirement and Overcome 3 Common Excuses for Not Saving Enough

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How to Become a Millionaire in Retirement and Overcome 3 Common Excuses for Not Saving Enough

One million dollars is a lot of money. There was even a game show called “Who Wants To Be A Millionaire” built around the idea of achieving that kind of wealth. That figure – $1,000,000 – seems to be what many working professionals are striving to achieve in retirement.

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