Planning matters

Understanding Inherited Assets

Inheritance – no matter the size – can have a substantial impact on you and your family’s financial status. According to a 2015 HSBC survey, American retirees expect to leave an average of $177,000 to their heirs. What should you do when you receive an inheritance? If you receive an inheritance, in most cases, you…

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Coronavirus and the Markets

Earlier this week the S&P 500 and Dow Jones Industrial Average tumbled 4.4% in a single day, registering their largest one-day point drops in history. As of today, the S&P 500 was down 12% from its recent high in just six trading days. The rapid stock market correction was caused by increasing concern that the…

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Multiple Generations Under One Roof, Now What?

If you think you know more people that live with multiple generations under one roof, you’re not mistaken. Despite improvements in the U.S. economy and the lowest unemployment rate in decades, the number of Americans living with more than one generation under one roof was one-in-five as of 20161. Many of our clients are asking…

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Staying Organized in Tax Season

It’s easy to get inundated with documents during tax season. You can receive documents from many different organizations, including employers, financial institutions and others. Many documents are now also being sent via e-mail, which increases the likelihood it could get lost in your inbox. As tax season is quickly approaching, here are some of the…

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Valentine’s Day: Did You Know?

Cupid, candy hearts, flowers and chocolates are common items associated with Valentine’s Day. According to the National Retail Federation, Americans now spend more than $20 billion lavishing gifts on their kids, friends and significant others. But why? A look into this interesting holiday: It’s named after a Catholic saint. (We think.)There are stories of three…

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