Charitable Lead Trusts
Jun 24, 2020
Are you concerned about the inheritance taxes your heirs may have to pay? Then you may want to consider creating charitable lead trusts. (more…)
Tags: Estate Planning, Family Wealth, Financial Planning, Legacy, Wealth Building
Coping With An Inheritance
May 18, 2020
Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Here are some things you may want to keep in mind if it comes to pass. (more…)
Tags: financial advisor, Legacy, Personal Finance
Business Continuity Plans
Apr 6, 2020
As a business owner, you’ve worked hard for your success. The long hours, the difficult decisions, and the sacrifices you have made have led to where you are today. The last thing you want is to suffer a disruption to your business. However, in the event that you do experience an unavoidable mishap, it may be smart to have a Business Continuity Plan (BCP) in place. (more…)
Tags: Investment Planning, Legacy, Risk Management, Tax Planning
SECURE ACT Lesser Known Provisions
Feb 20, 2020
The SECURE Act passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA holders must start taking requirement minimum distributions to 72-years-old.1,2 (more…)
Tags: Education Planning, Estate Planning, Investment Planning, Legacy, Personal Finance, Retirement Planning, Secure Act
Socially Responsible Investing and You
Jan 31, 2020
SRI (Socially Responsible Investing), Impact Investing, and ESG (Environmental, Social, and Governance) Investing belong to a growing category of investment choices that use traditional investing practices to responsibly impact society.
In the past, these investment strategies were viewed as too restrictive for most investors. But over time, improved evaluative data and competitive returns have pushed these strategies into the mainstream. Even though SRI, ESG investing, and impact investing share many similarities, they differ in some fundamental ways. Read on to learn more.1 (more…)
Tags: Impact Investing, Investing, Investment Portfolio, Legacy
Ways to Fund Special Needs Trusts
Jan 27, 2020
If you have a child with special needs, special needs trusts may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for. It may be used to address those financial challenges. Most importantly, a special needs trust may help provide for your disabled child in case you’re no longer able to care for them.
In planning for one, one of the most pressing questions is: when it comes to funding the trust, what are the options?
Tags: Estate Planning, Health Care Needs, Legacy
Leaving a Legacy to Your Grandkids
Oct 7, 2019
Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies. (more…)
Tags: Financial Planner Charlotte NC, Legacy
More Insights
Sep 28, 2020
A U.S. drug company recently said that it’s in late-stage trials for its coronavirus vaccine and reported that it could be given to Americans as early as the end of the year.1
Sep 25, 2020
To some, this may hardly feel like an economy headed for a bright future. But don’t tell that to home builders. Builder confidence in August jumped to an eye-popping 78 in August, according to the Housing Market Index courtesy of the National Association of Home Builders. To put that number in perspective, anything over 50 … Continue reading “Home Builders Confident in Economic Rebound”
Sep 23, 2020
When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or other family members. Added to the fact that women typically live longer than men, retirement money for … Continue reading “Women Facing and Conquering Retirement Challenges”
Sep 21, 2020
Football is back, which means Summer is coming to a close, days will get shorter, and sweaters will soon be in play. This year, there was no pre-season, so professional football started in September, which coincidentally, is a perennial month for stock market volatility.1
Sep 18, 2020
Roth IRA Conversion decisions have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service rules are followed.
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