There are always lurking worries and concerns, reasons to prevent investors from having confidence in the long-term prospects of growth in the capital markets. Most end up waiting until “it feels good” or the perfect time to invest and we know that never really happens. Then, when stock prices are at all-time lows, few have the courage to step up and buy low at precisely the prime time of best opportunity. The saying goes, “stocks are the only thing people don’t want to buy when they’re on sale”. There is always something new, different and scary that we’ve never experienced before. But looking back over history from the great depression and market crash of the 20’s and 30s’ WWII, Korean war, Vietnam, the Oil embargo, assassinations, a severe recession in the 70s, sky rocketing interest rates in the 80’s, terrorist attacks, impeachment proceedings, government shutdowns, the list goes on……
Tax season can bring new possibilities – especially when it comes to what to do with your refund or, on the flip side, how to settle your bill. We’ve gathered some ideas that may fit into your financial landscape.
TENDING TO YOUR WINDFALL
So you worked diligently with your tax preparer to complete your return, only to discover some of the fruits of last year’s labor will be coming back in the form of a refund. So, what can you do with your bounty? Here are some possibilities:
These celebrities' tales are a strong reminder to review your estate plan before it’s too late.
There’s a calm comfort that comes with estate planning: a sense that your family will be taken care of after you pass away (hopefully at a ripe old age). Sadly, it doesn’t always happen that way. Skipping regular estate plan reviews can lead to forgotten details, and these can create confusion and havoc for your family – or suck them into a time-consuming court case to iron everything out. Unfortunately, that was the case for these high-profile individuals and their loved ones.
Maximizing Your Financial Life
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