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How to Use a Trust as a Financial Planning Tool

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How to Use a Trust as a Financial Planning Tool

Clients frequently ask whether they should leave their assets in a trust. It depends. Of course, if your net worth exceeds $11 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. However, for most Americans, federal estate taxes will not be a major concern.

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SECURE ACT – Does It Impact You?

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SECURE ACT – Does It Impact You?

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor You’ve likely heard by now something about the new law called the SECURE Act, which became effective on January 1, 2020. 

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How Your Employee Benefits Fit into Your Financial Plan

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How Your Employee Benefits Fit into Your Financial Plan

Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it. 

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In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

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In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

But when the SECURE Act goes into effect – expected on Jan. 1, 2020 – beneficiaries will have to fully distribute taxable accounts within 10 years of the account holder’s death. That could push your loved ones into a higher tax bracket.

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True Wealth

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True Wealth

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor One woman has millions in the bank and lives a life of poverty. Another woman has little in the bank yet lives a life of true wealth. 

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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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The Art of Being Thankful

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The Art of Being Thankful

Published by Stephanie Wilson, Lead Communications Associate It’s the time of year when our thoughts go to thankfulness for our family, friends, and all we have received.

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Avoiding The “Big Mistake”

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Avoiding The “Big Mistake”

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor In the summer of 2000, someone I knew for about 5 years calls me with a question. He wanted to know if he should sell his Enron bonds or keep them. 

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The Importance of Credit

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The Importance of Credit

Published by Annah Tucker, Director of Operations We have all been taught that you need credit in order to obtain goods or services, based on the trust that payment will be made in the future. 

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Compounding Wealth (and Wisdom)

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Compounding Wealth (and Wisdom)

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

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