July 9, 2019

Too many wealthy households commit these common blunders.

   

Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny o...

July 2, 2019

How can you make things easier on them later in life?

Worldwide, the number of people aged 60 and older is growing.By 2050, this demographic will be more than twice as large as it was in 2015.¹ 

   

Some of these seniors could face a financial test.Will they b...

June 25, 2019

Not all gifts are taxable.

I’d like for you to meet my friend, Hugh. He’s a retired film stuntman who, after a long career, is enjoying his retirement. Some of what he’s enjoying about his retirement is sharing part of his accumulated wealth with his family, specificall...

June 18, 2019

The hows and whys of charity in America.

According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has totaled more that $400 billion in the history of the report.1

Americans give to charity for tw...

June 11, 2019

Expect volatility, but avoid letting the headlines alter your plans.

Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street. 

As an investor and retirement saver, how much will...

June 3, 2019

Here are six flags that could make your tax return prime for an I.R.S. audit.

No one wants to see an Internal Revenue Service (I.R.S.) auditor show up at their door. But in 2018, the I.R.S. budget is roughly $1 billion less than it was 8 years ago, down from $12.1 billi...

May 27, 2019

Assess the coverage for your new household.

Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current, individual insurance coverage to determine if any changes are in order as well as consider...

May 20, 2019

A windfall from a loved one can be both rewarding and complicated.

Inheriting wealth can be a burden and a blessing.Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritanc...

May 13, 2019

You will want to replace your income; you will also want to stay socially engaged.

About 6% of Americans 65 and older have never married. That statistic comes from a 2018 Census Bureau report, which also found that 22% of Americans aged 65-74 live alone.1

  

If you t...

May 6, 2019

Don't let procrastination keep you from pursuing your financial goals.

Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops.

“Are you aware...

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Investment advisory services are offered through Summit Wealth Partners, LLC, an SEC Registered Investment Advisor. Insurance products are offered through Malarik Financial Services, a separate entity not affiliated with SWP. © 2020 Malarik Financial Services. All Rights Reserved.

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