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5 Steps to Get Your Finances in Order for 2020

Your money fuels your life, allowing you to live comfortably, have meaningful experiences, and support loved ones. On the flip side however, you may lack the means to afford certain luxuries and accomplish lifelong goals, like paying for a child’s education, traveling to bucket-list destinations, or simply having a peaceful retirement. While you may have previously taken a look at your financial picture, your circumstances and even your goals will change and evolve over time. Reviewing your finances on a regular basis enables you to adjust your strategies, review your objectives and make sure you’re on the right track. If you have yet to take diligent steps to organize your finances, it’s never too late to start. Follow these five simple steps to make the most of your money — and start on the path towards your goals.

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Estate Planning for Executives

As an executive, it’s likely that you’re feeling the pressure of putting together an estate plan. Because of the unique way you may be compensated as an executive, there are details to identify that not everyone else needs to focus on. Your accumulation of assets is more than likely in a variety of contexts including real estate, private equity or taxable investment accounts. Because these forms of wealth often come with complexities when transferring finances to your beneficiaries, it’s important to make a conscious effort to disperse your wealth properly.

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Giving Season Has Arrived! Here are 5 Ways to Maximize Your Year-End Giving Strategy

Wondering if you’re best prepared for the upcoming giving season? Ready or not, before you know it, the holidays will be here and in order to minimize stress and maximize your charitable gifting abilities, it’s important to keep in mind a few details that you may or may not be aware. If you’re not sure how your finances match up with your upcoming year-end giving strategy, now is the time to prepare yourself by making your lists and checking them twice. Organization and planning ahead are keys in order to properly give this holiday season. Follow the five tips below to maximize your charitable giving strategy in 2019

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6 Tax Pros and Cons After "I Do"

August 28 of this year I walked down the aisle as a 39 year old bride. I had commonly heard filing jointly was the best tax wise but upon digging deeper, it seems that is not always the case. I for one understand that when the vows have been made and the honeymoon is over, married couples’ minds may be far from thinking about taxes. But with the recent Tax Cuts and Job Acts (TCJA) passed in December 2017, there are some important considerations to make regarding your future taxes and filing status as newlyweds. Below we’re discussing the tax pros and cons of getting married, and how your filing status can affect your tax bill.

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Stocks Remain Resilient Despite Rising Volatility

Quarterly Insights – July 2019 Historically typical volatility returned in the second quarter as uncertainty regarding U.S.-China trade relations, future Federal Reserve interest rate policy, and the state of the U.S. and global economies caused a more-than-6% pullback in the S&P 500 during May, before stocks broadly recovered in June and finished the quarter near fresh all-time highs. In sharp contrast to the quiet, steady gains of the first quarter, stock market performance in the second quarter was one marked by extremes. The S&P 500 logged a 4% gain in April thanks to solid first quarter corporate earnings reports, which further reduced concerns that earnings growth peaked in 2018. Additionally, due in part to statistics that showed inflation well below the Fed’s target, investors’ expectations for a 2019 Fed interest rate cut rose in April, which added fuel to the bullish fire. The S&P 500 ended April near new all-time highs.

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