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Author Archives: Steve Storey

Planning for your long-term care checklist

It’s no secret that people are living longer. In 2018, for the first time in history, people over the age of 65 outnumbered children under the age of five across the globe, according to the United Nations’ World Population Aging ...

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Important steps to follow when estate planning

The biggest misconception people have about estate planning is that “they are not that old, and can do it later,” say almost half of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority of ...

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Creating strong communities — together

Successful partnerships between businesses and nonprofits are the key to building successful communities. It takes all of us — large companies, small businesses, individuals and altruistic nonprofit organizations — to help our most underserved and vulnerable populations overcome the challenges ...

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The bear market is back: What should investors do?

Stay disciplined and seek opportunities to upgrade portfolios. Don’t succumb to panic. After having avoided several near misses, US equities fell into bear market territory for the first time in more than 11 years, plunging a dizzying 32% from record ...

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Four investment mistakes that can send you back to work

Many are starting this new year with a new chapter: retirement. If you’ve been a disciplined saver and taken advantage of tax-deferred plans, you’ve done a lot to get ready for this new, exciting life stage. And if you’ve been ...

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Year-end tax planning ideas for individuals (access required)

Year-end tax planning for 2019 takes place against the backdrop of legislative changes that occurred in late 2017 that fundamentally altered the tax rules for individuals and businesses. The Tax Cuts and Jobs Act (TCJA) was the largest tax law ...

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Three ways to take the wheel on charitable giving

With external dynamics like tax reform and the rise of socially responsible investing shifting the philanthropy landscape, there are more ways than ever for high-net-worth (HNW) individuals to make an impact in their community. Wanting to give back is one ...

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Are you prepared for a successful descent?

According to a study put out by the Pepperdine Private Capital Market’s report, the number one reason business owners contacted a broker or investment banker to sell their business in 2018 was due to retirement. Most business owners approach planning ...

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