As the market appears to be taking a rest and consolidating its $2.7 trillion rally leading up to the Thanksgiving holiday, the historical pattern over the last five years suggests the shortened holiday week typically enjoys modest gains.
In the upcoming webinar, Mike Rogers, Joe Rapacki CPA, and the 360 team review the key things to consider when determining a retirement move from Minnesota to another State. Key factors to consider and will be covered in the webinar are tax policies (state income tax and exemptions for retirement income), the cost of living, healthcare availability, climate preferences, recreational opportunities, senior-friendly communities, Social Security benefits, estate planning, long-term care options, housing choices, and the impact on social and family ties.
During a divorce, family trusts can be complex depending on their nature and structure. Typically, a trust’s provisions and whether assets were mixed with marital assets play a significant role in how they’re addressed in a divorce.
Many investors prefer to work with a fiduciary financial advisor. But how do you know if your advisor is a fiduciary.?That’s what we cover in this post.
“How can I avoid probate in Minnesota?” You can avoid probate in Minnesota if you follow a solid estate planning process that includes working with an estate planning attorney, financial advisor, and accountant.
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