Happy 4th of July / God Bless America

Who Is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later. Provided by Kenneth Hagel Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of a trusted contact.1 You do not have to supply this information, but it is certainly welcomed.

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Should You Leave Your IRA to a Child?

What you should know about naming a minor as an IRA beneficiary. Provided by Kenneth Hagel Can a child inherit an IRA? The answer is yes, though they cannot legally own the IRA and its invested assets. Until the child turns 18 (or 21, in some states), the inherited IRA is a custodial account, managed

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Is It Time to Stop Procrastinating About Your Financial Plan?

Some things to think about as you get started with your strategy. Provided by Kenneth Hagel First, look at your expenses and your debt. Review your core living expenses (such as a mortgage payment, car payment, etc.). Can any core expenses be reduced? Investing aside, you position yourself to gain ground financially when income rises,

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Memorial Day is so much more than a long weekend.

Memorial Day is so much more than a long weekend. It is a chance for us to remember those who gave all for this great nation and the freedoms it offers. This Memorial Day, we pay tribute to the lives and legacies of those who made the ultimate sacrifice in serving our country, and we

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Beware of Lifestyle Creep

Sometimes more money can mean more problems. Provided by Kenneth Hagel Lifestyle creep” is an unusual phrase describing an all-too-common problem: the more money people earn, the more money they tend to spend. Frequently, the newly affluent are the most susceptible. As people establish themselves as doctors and lawyers, executives, and successful entrepreneurs, they see

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2 Misconceptions Millennials Have About Life Insurance

Just for millennials: a myth-busting Nasdaq.com post clarifies what life insurance is, and is not. https://tinyurl.com/y7gzheed

The Major 2018 Federal Tax Changes

Comparing the old rules with the new. Provided by Kenneth Hagel The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and households and businesses refine their income tax strategies. Income tax brackets have changed. The old 10%, 15%, 25%, 28%,

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Catching up on Retirement Savings

If you are starting at or near 50, consider these ideas. Provided by Kenneth Hagel Do you fear you are saving for retirement too late? Plan to address that anxiety with some positive financial moves. If you have little saved for retirement at age 50 (or thereabouts), there is still much you can do to

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What if airlines charged you based on how often you fly

Travel and Leisure says that could soon happen: https://tinyurl.com/y6u4m3qs