38 Search Results for: cares

  • 2020 Year End Financial Planning Reminders

    Posted on November 30, 2020

    We hope this finds you health and well. Between the Tax Cuts and Jobs Act, SECURE Act, and CARES Act, there has never been more to consider in your planning. As we wrap up 2020, and prepare for 2021 we wanted to provide some year end reminders. Please find a video and associated checklist below. As always, please don’t hesitate to reach out if we can help as we wrap up the year!

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  • Taxes Through the Four Stages of Retirement

    Posted on November 27, 2020

    During our webinar we help you understand how taxes work through the four stages of retirement. We review the big retirement risks, tax efficient distributions and hidden penalties, and how you can understand the impact of the SECURE Act, Tax Cuts and Jobs Act, and CARES Act on your retirement.

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  • Meath Wealth Advisors – November Update

    Posted on November 12, 2020

    We hope this finds you healthy and well! Today we wanted to address some information from the elections and the market impacts, as well as end of year planning. Please know that we are always here, and happy to address any questions you have about how the current situation affects your portfolio or overall planning.

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  • How the Results of the Election Could Impact the Markets and Your Financial Plan

    Posted on November 5, 2020

    The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only then will we know the results of the 2020 election.

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  • Your Year-End Tax Checklist, Plus a Few Extras for 2020

    Posted on November 5, 2020

    A lot of us have been in the attic lately, putting away the ghosts and skeletons from Halloween and dusting off the holiday decorations. While you’re up there, can you find your year-end tax checklist?

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  • The Comprehensive Guide to Estate Planning

    Posted on October 28, 2020

    An estate plan doesn’t materialize with the snap of your fingers. In fact, an estate plan demands that you confront your mortality. Perhaps that’s why so many of us fail to plan for the future. The reality is that estate planning isn’t about you – it’s about your loved ones. Much stands to be gained, or lost, with this important tool. If you think you don’t need even the most basic estate planning vehicle, i.e., a will, think again. In this comprehensive estate planning guide, we give you an overview of the estate planning process, the estate planning tools you should consider,…read the full article

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  • Market Commentary: Retail Sales Spike, but Unemployment Claims Still on Rise

    Posted on October 19, 2020

    Retail sales rebounded as U.S. consumers continued to put salaries and money left over from the CARES Act into the economy. Retail and food service sales surged 1.9%, more than doubling expectations of 0.8%. The gains raised overall retail sales 5.4% above year-ago levels as consumers make up for consumption lost during the early days of social distancing (Figure 1).

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  • How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

    Posted on September 30, 2020

    As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 DAF Report.

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  • Are You Wanting To Give To Charity? Here Are Some Smart Strategies To Maximize Your Gift

    Posted on September 10, 2020

    Written by Kerry Meath-Sinkin CFP®AIF®, Partner & Wealth Advisor Our kids attend a small school in Minneapolis. Like so many other small schools, our school doesn’t have an endowment or huge extra fund of money to support themselves during a time like this.  The school needs help and families want to help.  I happened to be talking to a good friend of ours about our kiddos school and they mentioned they were going to make a donation.  Then they told me they were going to get the donation funds by selling some stock they have owned for a long time….read the full article

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  • Taxes Through the Four Stages of Retirement

    Posted on August 19, 2020

    There are important differences with taxes that start in retirement, and not knowing them can negatively impact your ability to retire well. With the Tax Cuts and Jobs Act, SECURE Act, and CARES Act we feel it’s more important than ever to understand your biggest retirement risks and how they may impact you and your tax situation during retirement.

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