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Inspired Financial
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When you read about a prediction, instead of worrying about what you should change in your life or reaching for the phone to call your financial advisor (although, we’re always happy to chat with you!), try writing the prediction down on a calendar or reminder program like the app followupthen.com, and come back to it a year later. Chances are you’ll be less impressed then than you might be now.
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What can women in transition do to navigate the holiday season while protecting their finances? Evelyn Zohlen' blog article discusses financial tips for new widows and divorcees during the holidays. Curtis Kaiser, a professional colleague and friend, has written a blog article highlighting legal strategies when facing a major health event. Curtis shares his personal health journey and how planning can be helpful in managing risk. Finally, be sure to read our Office Announcements near the bottom for the latest on what is happening at Inspired Financial.
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Curtis Kaiser, Esq., a professional colleague and a personal friend of ours, recently wrote his own blog post on Major Health Events. To me it was impactful and I asked Curtis if we could share it with our clients and friends. Last month, Curtis volunteered a day of his time to be Counselor for a Day in our conference room where he gave free 30-60-minute sessions where a client could ask anything about estate planning. This blog fits into the category of Estate Planning, but there’s a healthy amount of Risk Management involved. Being prepared (in estate planning) is a great way to manage future risks. I know you will enjoy this blog by our friend, Curtis Kaiser. ~Mark
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If you are a new widow or divorcee, or you know someone new in this phase of life, we have a few tips to navigate the holiday season with wisdom and grace—acknowledging your tender emotions without compromising your financial future.
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In general, capital gain rates (0%-to-20%) are lower than ordinary income rates (0%-to-37%). In our latest post, Mark explores the various capital gains rates, including the effect of the NII tax.
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InvestmentNews has named Evelyn Zohlen to its 2018 class of Women to Watch, honoring female financial advisers and industry executives who exemplify the definition of true leaders and role models. https://tinyurl.com/y9x2gywv
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Happy Veterans Day - Honoring All Who Served - Thank you for your service and sacrifice to protect our freedom.
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Consider gifting appreciated stock to benefit both the giver and receiver of the gift under current tax law. Learn about the tax benefits related to this gift strategy in our latest post at https://www.inspiredfinancial.biz/2018/11/a-gift-with-benefits/
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Stocks are plunging, the cost of borrowing money is rising and everything suddenly feels very shaky. Time to overhaul your financial plan, right?
Financial advisers hope your answer is an emphatic “no.” Ideally, you already set up your plan with the understanding that something as common as a 10 percent tumble in stocks would occur again and again. But at the very least, the recent turmoil offers a good marker to reassess where things are, and where you want to be.
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The Lack of Women Advisers Is 'Befuddling and Frustrating' - There is a sense of urgency to add more female advisers, but are these efforts delivering results? Evelyn M. Zohlen has some ideas on how to add more women advisers.
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