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If you a small business owner wondering how the new Tax Cuts and Jobs Act (TCJA) is going to affect you, then it is very likely you filed an extension on your corporate tax return. But here is the important part — an extension to file is not an extension to pay
Elections are nearing, and that means plenty for investing, considering that stocks tend to do a bit better after elections due to what’s known as gridlock
Wastvedt & Co. is a leading provider of accounting and business consulting services for small businesses and high net worth individuals. The company recently opened a new office in the village of Rancho Santa Fe, adjacent to The Inn at Rancho Santa Fe on El Tordo. With an original location in Del Mar, the new office...
A financial advisor can help you plan ahead for five of life’s most common financial turning points. We asked Karen Burns, head of Goals-Based Wealth Management Consulting at Merrill Lynch, for the top five reasons people turn to a financial advisor ...
Having a strategy for incorporating your new grandchild’s future into your overall financial picture can make a big difference. Here is a guide to help you get started.
Trusts can be an efficient way to provide the next generation with a financial legacy — but that’s not all. Here, Merrill Lynch Wealth Management explores some of the lesser-known benefits of trusts.
“Take action now. Even seemingly small amounts can add up over the years, and taking action now increases the likelihood you will be better prepared to meet any unexpected challenges that come your way.” Here are some tips ...
As much as 85% of your Social Security income could be subject to federal (and possibly state) income taxes. How much depends on a variety of factors ...
As people live longer a new trend in inheritance is evolving: fast-tracking inheritances. In fact, 60 percent of people age 50 and older, in a Merrill Lynch study , said they would prefer to give sooner rather than later – so that they can help and see their children pursue their dreams. Here are a few things you should consider ...
Sharing the values that shaped your success with your family helps ensure they appreciate your hard work and understand how much it means to you, and can have an impact on future generations. Consider implementing an ethical will ...
Talking about how you will pay for your future health needs is just one of several critical conversations related to health and wealth that family members should be having.
Trusts can be an efficient way to provide the next generation with a financial legacy — but that’s not all. Here, Merrill Lynch Wealth Management explores some of the lesser-known benefits of trusts.
Retirement Income That Measures Up Posted on December 10, 2017 Pension income, investments, a 401(k) account: All those potential resources can provide you with a solid foundation for retirement. But how do you develop a strategy for drawing them down in a way that will see you through retirement? Your approach will depend on your…
