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Five Year-End Financial Planning Strategies To Consider

Five Year-End Financial Planning Strategies to Consider

It’s that time of year again when sweatshirts and winter jackets come out of storage. With the chaotic holiday season approaching, it’s easy to push aside any thoughts relating to financial planning, which is why we created this list of…

Trends In The Volatile Market

Trends in the Volatile Market

A bull market can be like a long road trip – an exciting journey, but one with unexpected set backs, sometimes bumpy roads and the occasional pit stop.  The global markets are each at a different point on this road…

Medicare Open Enrollment – A Time To Evaluate And Make Changes

Medicare Open Enrollment – A Time to Evaluate and Make Changes

The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about Medicare open enrollment. Open enrollment, which happens between October 15 and December 7, provides the opportunity for current participants in Medicare to evaluate…

How To Include Collectibles In Your Estate Plans

How to Include Collectibles in Your Estate Plans

Some of Peggy and David Rockefeller’s favorite charities are certainly very, very happy that the couple had such exquisite taste in art, jewelry and other collectibles. In May, Christie’s auctioned off the Rockefeller collection—proceeds from which all went to Rockefeller-selected…

Good News For Bond Investors: TIPS

Good News for Bond Investors: TIPS

Investors often include bonds into their portfolios to earn income and take less risk than investments in stocks and other growth asset classes.  Bonds that pay a set rate of interest carry a unique risk in their own right –…

Upstream Gifting

Upstream Gifting

With the passage of the Tax Cuts and Jobs Act, the estate and gift tax exemptions were doubled from approximately $5.6 million to $11.2 million per person. With fewer individuals facing an estate tax issue, income tax planning has become…

Opportunity Like No Other – Qualified Opportunity Zones

Opportunity Like No Other – Qualified Opportunity Zones

The Tax Cuts and Jobs Act of 2017 brought sweeping change across our federal tax code.  Its goal of tax simplification resulted in the elimination and/or limitation of many itemized deductions that have benefited residents of high tax states.  With…

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