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10 Common Estate Planning Mistakes (and How to Avoid Them)

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10 Common Estate Planning Mistakes (and How to Avoid Them)

Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.

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The Week Ahead – December 2, 2019: How to Get Tax Savings on Charitable Contributions

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The Week Ahead – December 2, 2019: How to Get Tax Savings on Charitable Contributions

Qualified charitable distributions from an IRA provide individuals over 70½ with a way to receive income tax savings on charitable gifts—even if they decide to take the newly increased standard deduction.

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How to Give More than Stuff for the Holidays

Monthly Newsletters

How to Give More than Stuff for the Holidays

Think about the best holiday gift you ever received. For some of us, that memory is pretty murky, but chances are you’ll come up with a toy you played with until it fell apart, or the bike you rode until the wheels fell off. Think about the “frame” that memory is in: was the gift exactly what you told your parents you wanted?

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Weekly Market Commentary – December 2, 2019

Market Commentary

Weekly Market Commentary – December 2, 2019

Trade negotiators remained primarily responsible for the market yo-yoing up and down in a tight range. Last week, the U.S. and China both shared positive comments about the status of negotiations toward a “Phase One” deal. Asian economies are more tightly tied to trade than other regions, and economic data from the region remains weak.

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The Week Ahead – November 25, 2019: How to Keep Health Care Costs Under Control in Retirement

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The Week Ahead – November 25, 2019: How to Keep Health Care Costs Under Control in Retirement

If you’ve been covered by a generous employer group health plan, you may be in for a rude awakening when you retire. Here are some tricks for keeping health care costs under control after you retire.

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Weekly Market Commentary – November 25, 2019

Market Commentary

Weekly Market Commentary – November 25, 2019

Happy Thanksgiving! After a few weeks where growing hopes of a U.S.-China trade deal propelled markets higher, the opposite occurred last week. Trade negotiations took a small step backward, and global stocks followed. Other global economic news was generally positive.

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Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

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Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement income plan that can help guide you when it comes time to turn savings into sustainable retirement income.

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Debra Taylor Gives Tips To Millennial Homebuyers in Recent Redfin Article on November 18, 2019

News

Debra Taylor Gives Tips To Millennial Homebuyers in Recent Redfin Article on November 18, 2019

Are you a millennial thinking about settling down and buying your first home? Saving for the 20% down payment can be overwhelming – for many of us, it’s tough to know where to begin!

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The Week Ahead – November 18, 2019: Cracking the Nest Egg: When Accumulation Becomes Distribution

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The Week Ahead – November 18, 2019: Cracking the Nest Egg: When Accumulation Becomes Distribution

It’s a big transition when you leave the workforce to live off your savings, requiring an attitude adjustment in both you and your advisor.

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Debbie Brings Back Some “Shocking” News from the Goldman Sachs Asset Management Professional Investment Forum

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Debbie Brings Back Some “Shocking” News from the Goldman Sachs Asset Management Professional Investment Forum

Last week I had the good fortune to spend several days at the Goldman Sachs Headquarters in NYC on a Due Diligence trip. We started the first day by listening to John Tousley, their Global Head of Advisor Solutions, who reminded us that Trump has issued 11,500 tweets since being in office, but thankfully the market mostly ignores the tweets, except when connected with trade. According to Goldman, we are vulnerable to a recession, but a recession is not inevitable. To put a fine point on it, Goldman believes that we are vulnerable to shocks, which could cause a recession....read the full article

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