Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
Have you thought about your legacy? We highly recommend that you appoint a trusted family member or friend as your power of attorney (POA), giving them the ability to help with your financial or health needs, should an unfortunate event occur in your life.
When thinking about money – do you feel stressed, tense, controlling, confused, like you have an abundance of it or a lack thereof? If you relate to any of these questions, you have an unhealthy relationship with your money.
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. As usual, there is a lot of noise and complication around tax law changes like this. …
For most students, experts say it remains financially worth it to go to college, despite rising tuition and opportunity costs in relation to increasing wages for workers holding only a high school diploma. The average rate of return (net gain or loss on college investment across a career) is 14%.
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.
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. I like this quote by Ernest Hemingway: “It takes 2 years to learn to speak an …
