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How the Results of the Election Could Impact the Markets and Your Financial Plan

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How the Results of the Election Could Impact the Markets and Your Financial Plan

The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only then will we know the results of the 2020 election.

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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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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 DAF Report.

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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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What You Need to Know When Choosing the Right Trustee

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What You Need to Know When Choosing the Right Trustee

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

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Teaching Kids about Money from Childhood Through Adulthood

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Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. 

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4 Key Financial Lessons From The Last Recession

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4 Key Financial Lessons From The Last Recession

Published by Mark Ring, Wealth Advisor The past has much to teach us. Whether good or bad, we can look back, learn from mistakes and victories, and apply these lessons to our current situation. So, as we experience wild volatility, record market drops, and the beginnings of what many are calling the next recession, we have the opportunity to take what we learned from the market crash of 2007/2008 and move forward. Here are 4 financial lessons the last recession taught us.  1. Borrowing Money Carries Risk One of the harsh realities that many learned in the last recession (and...read the full article

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5 Strategies To Grow Your Wealth During The 2020 Financial Crisis

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5 Strategies To Grow Your Wealth During The 2020 Financial Crisis

Published by Ryan Cooley, Associate Wealth Advisor To say the coronavirus pandemic has taken the world by storm wouldn’t do justice to the severity of the situation. If it was just our health that was affected, that’s one thing. But unfortunately, we’re having to balance the negative effects of this widespread virus with job loss, reduced working hours, and decreased portfolio balances. Times are tough. Thankfully, there are steps you can take to leverage the 2020 financial crisis and grow your wealth. Let’s talk about 5 strategies you can use today.  1. Reevaluate Your Finances (And Refinance Debt) A financial...read the full article

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

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