September 17, 2021 |
Tuning Out the Noise
For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as ...
Learn MoreTuning Out the Noise
For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as affecting your financial well-being can evoke strong emotional responses from even the most experienced investors. Headlines from the so-called lost decade– the 2000s, when the S&P 500 ended below where it
began–can help illustrate several periods that may have led market participants to question their approach.
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Blog
September 16, 2021 |
What to Consider a Safe Withdrawal Rate in Retirement
The concept of a safe withdrawal rate is important for thinking about your retirement. Knowing how much you might need to take each year to ...
Learn MoreSeptember 14, 2021 |
If a New Jersey Home Is Sold from a Trust, What Happens to Taxes?
What happens when a home inside a trust is sold? Someone who serves in the role of trustee is responsible for administration of a trust. ...
Learn MoreSeptember 13, 2021 |
What to Know About Your New 401(k) Statement
As part of your retirement plan and your estate plan, there is a good chance that your 401(k) is a big component of your future ...
Learn MoreSeptember 10, 2021 |
How to Understand the Personal Representative Role
When you complete your estate planning the core document that you’ll likely complete is a will. In this will you will name a personal representative ...
Learn MoreSeptember 8, 2021 |
Why Planning for Partners is Important Even if You Are Unmarried
Estate planning is a process that should be devised with the help of an estate planning attorney to be aligned with your individual needs. Every ...
Learn MoreSeptember 7, 2021 |
Is Probate Required in the State of New Jersey?
There are three clear exceptions to when probate is not required but for the vast majority of estates, probate will be required. Probate is the ...
Learn MoreSeptember 3, 2021 |
What You Need to Know About Charitable Giving in 2021
As part of your estate plan, you likely want to provide for your beneficiaries like your surviving children and spouse. However, research shows that more ...
Learn MoreSeptember 2, 2021 |
What Is the Difference Between a Family Trust and a Will?
Wills and trusts are two very different types of controlling and distributing your assets after you’ve passed away. One important distinction between a trust and ...
Learn MoreSeptember 1, 2021 |
When Does It Make Sense to Use a Family Trust?
A family trust is most appropriate as an estate planning tool when you live in a state where probate is very difficult. This is also ...
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Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...
<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
