Personal Finance

Friday, January 20, 2017

Tax Law Changes on the Horizon for 2017

Senior Estate Planner, Mike Repak, discusses the likelihood and potential impact of significant changes from the new presidential administration.





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Friday, December 9, 2016

Financial Planning Issues for New Parents

As you prepare for life with your new child, it's time to prepare a new financial plan for your family or make any necessary changes to your existing plan. You'll want to consider how your baby will affect your budget, make sure you have adequate insurance, protect your child's future with a well-thought-out estate plan, and determine how having a child will affect your income taxes.


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Setting Financial and Investment Goals

Setting goals is a very important part of life in general and in financial planning in particular. Before you actually invest your money, you should spend some time considering and setting your personal financial goals. For example, do you want to retire early? Would you like to start your own business soon? Do you need to pay for your children's college education? Would you like to buy or build a new house?



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Tuesday, November 22, 2016

Year-End Tax Planning

As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax situation. This is particularly true for year-end planning. You can’t know where to go next if you don’t know where you are now.

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Wednesday, October 12, 2016

A Family Conversation on Estate Planning

Estate planning can be difficult. For many of us, the first hurdle in developing a sound estate plan is coming to grips with our own mortality.

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Estate Planning for the Family of a Child with Special Needs

Parents of children with special needs are faced with unique considerations and choices when developing their estate plan.



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Trust Basics

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals.

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