Insights Category: Financial Planning
The Economics of Tax-Loss Harvesting
November 17, 2023
’Tis the season when many financial services professionals look at the best way to offset the taxable dividend distributions their...
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Charitable Contribution Complexity
November 17, 2023
If you donate money to somebody in need, you can write off that gift on your tax returns, right? If...
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The Looming Revert
October 25, 2023
Nobody is talking about the fact that the tax provisions in the Tax Cuts & Jobs Act of 2017 are...
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The FDIC’s Dilemma
September 26, 2023
Pssst? Want to buy a low-interest bond? That’s basically what the Federal Deposit Insurance Corp. is saying to investors, who...
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Would You Want to Live Back in the Good Old Days?
September 26, 2023
The phrase ‘good old days’ suggests that we’re not living in the best time in history, but it often begs...
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Financial Planning / Investment Strategies / Market Updates
Common Financial Phobias
September 20, 2023
According to a recent survey, more than half of all Americans fear for their financial futures. Another study says that...
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Estate Planning / Financial Planning / Investment Strategies / Market Updates / Retirement
Navigating Retirement Pitfalls
August 16, 2023
Avoid Common Retirement Planning Mistakes Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and...
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Financial Planning / Financial Risks & Downturns / Investment Strategies / Market Updates
Housing Starts in Decline
August 16, 2023
Did you know that last year, roughly 1.66 million new homes were constructed? This includes single-family homes (975 million), 2-4...
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Estate Planning / Financial Planning / Financial Risks & Downturns / Healthcare / Investment Strategies / Retirement
Insurance Needs Assessment: For Empty Nesters and Retirees
July 26, 2023
With the children now out of the house, financial priorities for Middle-Class Millionaires become more focused on preparing for retirement....
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Estate Planning / Financial Planning / Investment Strategies / Retirement
Nine Facts About Retirement
July 25, 2023
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members....
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