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Adding a Personal Backup With a Living Trust

Written by admin on December 15, 2019. Posted in Financial Planning.

The managers of well-run businesses usually name “backups” to keep things going smoothly — just in case. That’s also a smart plan for your personal finances, where you risk experiencing financial losses or other difficulties if you can’t make your own decisions because...

Barnes Quarterly – Episode 05

Written by admin on December 5, 2019. Posted in Barnes Quarterly Podcast.

In this episode of our podcast, Barnes Quarterly, we’ll get a market update from Chris Zaccarelli of Independent Advisor Alliance, and interview our guests Michael Kalifeh, CPA, CFST of Thomas Howell Ferguson, P.A about tax planning tips, and speak with Donald Parks, the Executive Director...

Plan Ahead to Ease Travel Headaches

Written by admin on December 1, 2019. Posted in Financial Planning, Uncategorized. 30 Comments

Waiting in a winding airport security checkpoint line is just one of many potential headaches today’s travelers experience. Worrying about what to pack, what kind of identification is required, and how much cash to bring are yet others. In order to help ease the stress level before and during...

Consider a Charitable IRA Gift

Written by admin on November 20, 2019. Posted in Tax Preparation.

Wondering what to do with your annual IRA Required Minimum Distribution? If you can live without the income (and taxes) that a large Required Minimum Distribution (RMD) generates, think about taking a Qualified Charitable Distribution (QCD) from your traditional Individual Retirement Account (IRA)...

Making a Charitable Choice

Written by admin on November 10, 2019. Posted in Uncategorized. 31 Comments

What does giving to charity mean to you? Perhaps you think of dropping your change into a can at a local shop or placing a few dollars into a Salvation Army kettle during the holidays. Maybe you’ve bought Girl Scout cookies or donated clothing to a local relief organization. Opportunities for...

Bring Charitable Giving Into Your Estate Plan

Written by admin on November 1, 2019. Posted in Uncategorized. 31 Comments

In addition to the altruistic and goodwill benefits any charitable contribution brings, it can also have significant tax advantages. When deciding your estate-planning strategies, consider a charitable contribution to help the charity of your choice as well as provide you with a steady stream of...

Barnes Quarterly – Episode 04

Written by admin on October 23, 2019. Posted in Barnes Quarterly Podcast.

It is our great pleasure to bring you a brand new episode of our podcast, Barnes Quarterly. In this episode of Barnes Quarterly, we’ll get an update on the markets from Chris Zaccarelli of Independent Advisor Alliance. Also, in our new Community Highlights segment, we’ll talk with Dena...

Legacy Planning: Handing Down Values as Well as Wealth

Written by admin on October 15, 2019. Posted in Uncategorized.

How can you help your heirs sustain what you’ve created? Your wealth has meaning. It should be conveyed to your heirs or your favorite causes in a way that expresses your values. Through legacy planning, that objective can be realized. Legacy planning encompasses more than the transfer of assets....

Estate Planning Checklist

Written by admin on October 1, 2019. Posted in Uncategorized.

Because you’ve worked hard to create a secure and comfortable lifestyle for your family and loved ones, you’ll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may be able to minimize gift and estate taxes and preserve...

Make the Most of Your 401(k)

Written by admin on September 20, 2019. Posted in Uncategorized.

As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to provide the means to pursue their investment goals. That’s because 401(k) plans offer a variety of attractive features that make investing for the future...

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Year: 2019