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Mapping out a Long-term Financial Strategy |
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Developing an investment strategy is a process-an
organized, disciplined approach to making the right
investment choices. It's not an end in itself, but a
means to make certain that you and your loved ones will
be financially secure and that you will have the peace
of mind of knowing that you have provided well for them.
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When Good Fortune Comes Your Way |
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Whether expected or not, an inheritance, divorce
settlement, severance package or pension payout, life
insurance, or even lottery winnings-all can put in your
hands the equivalent of several years of earnings. Now
you're at a crossroads-suddenly called upon to switch
from wealth-building mode to wealth management.
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The Primary Residence Exclusion |
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One of the greatest tax gifts is the principle residence
rules for capital gains on the sale of your home. So
great is the principle residence tax exclusion that even
married couples filing jointly are benefited to the
same, if not greater, extent as single taxpayers.
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IRS Circular 230 disclosure: To ensure
compliance with requirements imposed by the
IRS, we inform you that any U.S. federal tax
advice contained in this document is not
intended or written to be used, and cannot
be used, for the purpose of (i) avoiding
penalties under the Internal Revenue Code or
(ii) promoting, marketing or recommending to
another party any transaction or matter that
is contained in this document.
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Getting More from Your Banker
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We frequently receive phone calls from clients that are
unhappy with their banking relationships. We also hear
from bankers who want to keep their clients' business
but are not able to obtain the information necessary to
approve additional funds. These situations may cause a
company substantial financial hardship. Fortunately,
there are some simple rules to follow that will keep the
money flowing and your banker contented.
Read On... |
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