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Assessing the Needs  of an Aging Parent

Assessing the Needs of an Aging Parent

Planning for the future needs of an aging parent can often be a sensitive and delicate task for adult children to undertake. Baby boomers who must balance the needs of their own children with concerns about their parent’s well-being have become known as members of the...

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Bear Markets: More Pain, Then Gain

Bear Markets: More Pain, Then Gain

The history of Bear Markets makes for gloomy reading1. However, this brief note focuses on what we might expect once the -20% threshold has been crossed. How has the market (S&P 500) performed after entering a Bear Market? Key Takeaways • After entering a bear...

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Bear Market Q&A

Bear Market Q&A

HOW LONG DO BEAR MARKETS TYPICALLY LAST? The current bear market, which began at the January 2022 highs for the S&P 500 Index, is actually already old by recent standards. At about five-and-a-half months old, it is already older than six other bear markets going...

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Minimizing Taxes of Highly Appreciated Assets

Minimizing Taxes of Highly Appreciated Assets

If the value of your stocks, bonds, or other capital investments has increased substantially, there are a few steps you can take to minimize taxation. These include timing the sale of your capital assets, using capital losses effectively, and passing assets to heirs at your death. In addition, you might consider charitable giving.

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Grow Old with Me–Live (Almost) Tax-Free

Grow Old with Me–Live (Almost) Tax-Free

What will you look for as you approach your “golden” years? Sunshine and the beach at your feet, or colder climates with your favorite cross-country skiing course outside your door? An affordable condo on the golf course with room for a visit from your grandchildren? Friends and family close by, or new “elder” friends living in close proximity? Excellent medical facilities nearby?

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