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MONEY notes

Private Financing for Life Insurance Premiums

The Wait and See Advantage of Using Private Financing for funding Life Insurance Premiums Well-advised affluent people are preparing for possible tax law changes that could have serious impacts on their ability to transfer businesses and other assets to their loved...

Planning for a Philanthropic Mindset

According to Merriam-Webster, a philanthropist is someone who “makes an active effort to promote human welfare.” While the general assumption is that you need to be exceptionally wealthy and able to donate monetary gifts in the six and seven-plus figure range in order...

Simple Strategies for First-time Investors

From the time we are little, we hear cautionary tales about the importance of saving and investing. Rarely, however, does someone ever take the time to explain the underlying reasons why. Instead of being motivated by the positives, many of us approach investing...

Quarterly Economic Review 2nd Quarter 2021

Let’s start with the good news! The U.S. economy is in full recovery mode. Every major domestic equity index is well into positive territory on a year-to-date basis—many periodically flirting with setting new all-time highs during the quarter. In fact, since its...

Financial Planning for Same-Sex Couples

When the U.S. Supreme Court made same-sex marriage a constitutional right in 2015, it helped to dramatically level a financial planning playing field that previously had been tilted heavily in favor of married couples compared to civil unions. Suddenly a wealth of...

Preventing Financial Fraud/Theft While Traveling

Now that summer has unofficially begun and vaccination rates rise, many of us are once again starting to think about planning a vacation. Travel bookings and online searches for airfare and hotels are surging. As we ease back into traveling, we wanted to offer some...

MONEY notes

Private Financing for Life Insurance Premiums

The Wait and See Advantage of Using Private Financing for funding Life Insurance Premiums Well-advised affluent people are preparing for possible tax law changes that could have serious impacts on their ability to transfer businesses and other assets to their loved...

Planning for a Philanthropic Mindset

According to Merriam-Webster, a philanthropist is someone who “makes an active effort to promote human welfare.” While the general assumption is that you need to be exceptionally wealthy and able to donate monetary gifts in the six and seven-plus figure range in order...

Simple Strategies for First-time Investors

From the time we are little, we hear cautionary tales about the importance of saving and investing. Rarely, however, does someone ever take the time to explain the underlying reasons why. Instead of being motivated by the positives, many of us approach investing...

Quarterly Economic Review 2nd Quarter 2021

Let’s start with the good news! The U.S. economy is in full recovery mode. Every major domestic equity index is well into positive territory on a year-to-date basis—many periodically flirting with setting new all-time highs during the quarter. In fact, since its...

Financial Planning for Same-Sex Couples

When the U.S. Supreme Court made same-sex marriage a constitutional right in 2015, it helped to dramatically level a financial planning playing field that previously had been tilted heavily in favor of married couples compared to civil unions. Suddenly a wealth of...

Preventing Financial Fraud/Theft While Traveling

Now that summer has unofficially begun and vaccination rates rise, many of us are once again starting to think about planning a vacation. Travel bookings and online searches for airfare and hotels are surging. As we ease back into traveling, we wanted to offer some...