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Non-Cash Charitable Donations

January 11, 2021
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making non-cash contributions can be a...
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Possible Hysteresis – Longer Term After Effects of the Pandemic

Possible Hysteresis – Longer Term After Effects of the Pandemic

January 11, 2021
The stock market, like a wise wizard, has the capability of looking to the future and seeing reality. A...
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Our Outlook for the New Year

Our Outlook for the New Year

January 11, 2021
“It is better to be approximately right than precisely wrong.” – John Maynard Keynes No one is...
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Deadlines for RMDs and Qualified Charitable Distributions

Deadlines for RMDs and Qualified Charitable Distributions

January 11, 2021
Q: I turn 72 in 2021, when do I need to start taking money out of my IRA? ...
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Plan for Potentially Unexpected Retirement Costs

January 8, 2021
Q: I want to retire in the next few years, what are some of the costs I should think...
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Investing for Impact

January 7, 2021
You and your family have unique financial goals. Often, those goals are based on individual and family values. You...
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Your Questions, Answered: Wife as the Primary Breadwinner

January 7, 2021
On this week’s episode of Your Questions, Answered  Suzanne Wheeler  and  Brian Leitner  discuss household income situations, and answer...
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Are There Tax Consequences to Providing Loans to Family Members?

Are There Tax Consequences to Providing Loans to Family Members?

January 6, 2021
George’s son, Kevin, lost his job last year and is now having trouble paying his mortgage. George is happy...
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Should You Pay Off Your Mortgage Early or Refinance

Should You Pay Off Your Mortgage Early or Refinance?

January 6, 2021
If you have the savings, or can afford to sell an investment, paying off your mortgage early or making...
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Acquiring A Large Sum Of Money

January 5, 2021
Due to a variety of life circumstances, people sometimes find themselves acquiring a large lump sum of money through...
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Socially Conscious Investing Continues to Grow in Popularity

Socially Conscious Investing Continues to Grow in Popularity

January 5, 2021
Most of us try to do our part for the environment. We recycle. Some of us buy hybrid cars....
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Proactively Protect Your Family: Consider Life and Disability Insurance

Proactively Protect Your Family: Consider Life and Disability Insurance

January 4, 2021
When you have a family, you work hard to provide what they need to live comfortably. And while your...
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