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Investment Overview: 3rd Quarter 2017

Despite increasing political instability at home and rising tensions abroad, the underlying economic backdrop has largely been supportive of financial markets...

5 Steps to Retirement Planning Success

If you're part of the 50 & Over group, saving for retirement represents one of your most important financial goals. Reaching the elusive goal requires some soul searching, long term planning, and...

Target Retirement Funds Provide Hands-Off Approach to Saving

Is there an option for someone that does not want to choose their own investments, but rather has that process done for them? The answer is yes: Target Retirement Funds.

Tax basis planning worth a look if estate taxes aren’t a threat

For many people, income tax planning offers greater tax-saving opportunities than gift & estate tax planning. A record-high gift & estate tax exemption means fewer people are subject to those taxes.

August 2017 Investment Update

U.S. economic conditions rebounded in the second quarter. Real GDP grew at an annualized rate of 2.6% from April through June, following a first-quarter reading of just 1.2%

Have you properly funded your revocable trust?

If your estate plan includes a revocable trust — also known as a “living” trust — it’s critical to ensure the trust is properly funded. Certain benefits aren't available if the trust isn't funded...

Powers of Attorney: Springing vs. Non-Springing

Estate planning typically focuses on what happens to your assets when you die, but it’s important plan for making critical financial and medical decisions if you’re unable to make those decisions.

Beware the GST Tax When Transferring Assets to Grandchildren

As you plan your estate, don’t overlook the generation-skipping transfer (GST) tax. Complexities surrounding its allocation can create several tax traps for the unwary.

Don't Overlook Tax Apportionment When Planning Your Estate

If you expect your estate to have a significant estate tax liability at your death, be sure to include a well-thought-out tax apportionment clause in your will or revocable trust.

July 2017 Investment Update

U.S. economic conditions rebounded in the second quarter. Real GDP grew at an annualized rate of 2.6% from April through June, following a first-quarter reading of just 1.2%

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