Archive | September, 2015

Intergenerational Wealth Planning: A Win-Win for the Whole Family

Discussing the transfer of wealth from parents to children can be uncomfortable for both parties. Yet by introducing children to the wealth management process from a young age, affluent families may be able to reduce family tensions later in life and help ensure that the planning tradition passes intact to future generations. Closing the Communication […]

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Washington Hotline – September 29 2015

WASHINGTON NEWS Clinton and Fiorina on Taxes With the presidential campaign at full speed, candidates Hillary Clinton and Carly Fiorina recently published several tax proposals. Clinton focused on healthcare. Many individuals are now making substantial out-of-pocket payments for healthcare costs that are not covered by insurance. To assist individuals with substantial costs, Clinton proposes a […]

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Financial Wellness Programs: Taking Employee Benefits to the Next Level

Financial wellness. On the surface, it sounds like an elusive “trend du jour.” But when it is considered in relation to the workplace, the idea takes hold. Employees are asked to make important financial decisions about retirement plans and health, life, and other insurance coverages as well as other benefits — all of which may […]

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Washington Hotline – September 22 2015

Tuesday September 22, 2015 WASHINGTON NEWS Ways and Means Committee Passes Five Permanent Extenders Ways and Means Committee Chairman Paul Ryan (R-WI) continued his effort to pass permanent tax extender bills. On September 17, the Committee passed permanent bills affecting teachers and businesses. 1. Bonus Depreciation – The bill permits a 50% deduction for qualified […]

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I’m a Single Parent. How Can I Get Ahead Financially?

As a single parent, you need to understand the financial strategies that can stretch your income and help you lay the groundwork for a secure future. Consider the following lessons to help improve your family’s bottom line: Identify Your Goals You can’t have a financial plan without first defining your financial goals. Start by recording […]

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Social Security Tips for September

  Some Important Social Security Homework Back-to-school checklists can be overwhelming, but the parents of students who are turning 18 and who receive Social Security benefits need to check off one very important item. To make sure those benefits continue beyond age 18, eligible students must provide certification to Social Security from school officials to […]

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