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by JENNIFER L. KING, IACCP® | Apr 20, 2022 | Insights
Are you seeking to transfer wealth as tax-efficiently as possible? Regardless of your life stage, there are several options to consider. Take the time to plan out your priorities, and once you’ve identified your goals, you can begin the steps to transfer your wealth...by JENNIFER L. KING, IACCP® | Apr 6, 2022 | Insights
It’s sometimes referred to as the “Great Wealth Transfer”. As baby boomers turn 65, their attention turns more towards wealth transfer rather than accumulation. And how much has the baby boom generation accumulated? Estimates vary from as low as $15 trillion to as...by JENNIFER L. KING, IACCP® | Mar 7, 2022 | Insights
Have you ever thought about how you can transfer wealth immediately, without facing any tax consequences? Perhaps the best-known way of transferring wealth tax-free is by giving money or assets to a qualified charitable organization. There’s no limit to the amount...by PETER W. TUZ, CFA, CFP® | Feb 16, 2022 | Insights
After two strong years in equity markets investors may well be echoing The Clash and asking themselves “Should I stay or should I go?” For most investors, the answer is a qualified “stay.” Over many years, equities are winners versus bonds, cash and inflation. U.S....by JENNIFER L. KING, IACCP® | Dec 14, 2021 | Insights
Some of the most stressful life changes for women include the death of a spouse, divorce, and retirement. Every woman handles things differently, so there’s no “one way” to do financial planning at every stage in life. But here are a few helpful financial planning...by JENNIFER L. KING, IACCP® | Nov 29, 2021 | Insights
Financial planning is about more than just investing, but the same skills that make women better investors can also serve them well when it comes to financial planning. Because women face different challenges at various stages in life, there’s no “one way” to do...