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Archive for August 2018

Tax Burden Shifts in Divorces

The Tax Cuts and Jobs Act (TCJA) featured an important provision for divorcing couples to consider. For divorces executed after Dec. 31, 2018, alimony will no longer qualify as a tax-deductible expense, while alimony payments will be tax-free to recipients. In other words, the tax burden on that income will shift from the receiver to…

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The Money Savings Issue

Bleisure’ Travel   It’s become increasingly important in recent years to find innovative ways to achieve work-life balance. Hence, the invention of “bleisure” travel — the combination of business and leisure in a single trip. In fact, about 60 percent of travelers worldwide mix work with a little vacation; among Americans, the phenomenon has increased…

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Wealth and the Trump Effect

The Tax Cuts and Jobs Act was meant to kickstart the economy with growth not seen in a decade. Six months in, the results are a bit lackluster. Business investment has increased only slightly throughout the last year (excluding oil and gas, which are highly volatile).1   This begs the question — how much impact…

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The Heart Health Issue

Heart Attack Symptoms: Men vs. Women   While heart attack symptoms are largely similar among men and women, women may be less aware that their symptoms could potentially signal a problem. The warning signs are common and subtle enough to be confused with the flu, indigestion, menopause or the regular aches and pains that accompany…

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Trends in Real Estate

One of today’s new housing trends was also popular more than thousands of years ago — communal living.1   In the Middle Ages, society was more interdependent. It wasn’t unusual for households to consist of far more than just biological family members; a myriad of shifting residents included townspeople, friends, poor married couples, other people’s…

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The Small Business Owner Issue

What’s Your Niche?   Rob Horken — owner of Rob’s Rod Repair and Custom-Built Fishing Rods — supplements his retirement income by building custom-made fishing rods. An avid lifelong fisherman in East Grand Forks, Minnesota, Rob’s rods are like individual works of art. They have become a popular choice in his local area as birthday,…

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Takeaways From the 2018 Berkshire Hathaway Annual Meeting

As he does each year, the United States’ arguably most successful investor, Warren Buffett, shared his wisdom and observations at this year’s Berkshire Hathaway annual shareholder meeting. Buffett is known not just for his investment prowess but for his ability to pare down his insights into information the average investor can understand.   Wealth managers…

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The Money Savings Issue

The Value of Living Beneath Your Means   There are more benefits to living beneath your means than just financial savings. Some people rediscover the simple things — the joys of an after-dinner walk instead of working out in a crowded, impersonal gym, or waking up to the smell of freshly roasted coffee in your…

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