Planning matters

Inheritance – Part 3: Property

In Part 1 and Part 2 we discussed inheritance for both Qualified and Non-Qualified investment accounts. For Part 3, we’ll take a look at some things to think about when you are leaving or inheriting property, such as homes, cars, land, art or jewelry…

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Setting Your Small Business in Motion, Successfully

Some of our clients own their own business; more of you may decide to start one someday whether as a career, for extra income, or as a retirement activity. The Small Business Administration (SBA) estimates that there are more than 30 million small businesses (defined as those with fewer than 500 employees) accounting for over 99% of all companies in America. So, how can a small business get on the right track and be successful?

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Tax Planning Time

It’s warm outside and chances are you’re thinking about your air conditioning more than taxes. But now is an ideal time to understand how changes to the tax law affect you. As your financial advisors, we have these changes on our radar and wanted to make sure you’re thinking about them too – in between sips of your cold lemonade, of course…

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Write Your Self Bio

Often times people can get caught up in the day-to-day routines of life and they get away from thinking about their futures. We see this as an opportunity to make a plan…

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Inheritance: Non-Qualified Investments

Three weeks ago, in Part 1 we discussed inheritance from qualified accounts. Let’s continue this conversation with non-qualified accounts. Accounts are considered non-qualified if they do not qualify for any type of tax-exempt status. The two types of non-qualified investments…

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