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3 Tax Strategies to Consider at Year-End
With the year rapidly coming to a close, and the upcoming tax year looming with uncertainties, you should consider updating your tax strategy to best preserve your assets into the future. Don’t wait until the end of the tax year to make these adjustments. Check out some of the tax strategies below then reach out ... 3 Tax Strategies to Consider at Year-End
Redefining Retirement: Take Our Free Assessment
As a wealth management firm, our objective is to not only help clients reach their goals, but also define those goals as well. For instance, if one of your goals is to retire at age 62, we could not help you actually achieve that goal unless we know what “retirement” means to you. Often that ... Redefining Retirement: Take Our Free Assessment
Post-Election Commentary: Impact on the Markets
In the month leading up to the election, we held our Fall Lecture Series of webinars (click here to watch the replays). Now, we want to provide our commentary on what has transpired since Election Day and consider how that might impact the markets going forward. Here are some thoughts about what the election results ... Post-Election Commentary: Impact on the Markets
Personal Finance Needs to Be Personalized: Why Rules of Thumb Are Misleading
If you are trying to figure out how much you need to save for retirement or determine how much life insurance you should have, financial rules of thumb can be a helpful starting point. But as your situation becomes more complex and your level of wealth grows, rules of thumb can go from being helpful ... Personal Finance Needs to Be Personalized: Why Rules of Thumb Are Misleading
GRATs: A Planning Tool for Business Succession
For today’s business owner, continuation and estate planning go hand-in-hand. Without proper tax strategies, the time, hard work, and money you’ve invested in your business could yield little more than a significant tax bill for your heirs. Fortunately, with careful planning, there are numerous ways of reducing your family’s tax burden while keeping your business ... GRATs: A Planning Tool for Business Succession
5 Key Estate Planning Questions
Estate documents should be reviewed regularly to ensure that they are up-to-date and still adequately express your wishes pertaining to the distribution of your estate. We believe there are five key estate planning questions to consider. Before meeting with an attorney to update your current estate plan, you should consider these strategic questions regarding how ... 5 Key Estate Planning Questions
Business Contingency Planning for Small Business Owners
There comes a point in time when almost every small business owner contemplates the future of his or her business. Because the business typically is a substantial asset, an owner must address a number of estate planning issues that will affect the future stability of the company. A business succession plan is a comprehensive look ... Business Contingency Planning for Small Business Owners
2020 Fall Lecture Series: How the Election Could Affect Planning & Investing
Brown and Company is introducing a new series of webinars this fall where we will consider implications of the upcoming election. We have titled this 2020 Fall Lecture Series: How the Election Could Affect Planning & Investing. Each of our calls will feature a different expert who will address potential changes and considerations for planning ... 2020 Fall Lecture Series: How the Election Could Affect Planning & Investing
Common Problems with Property and Casualty Insurance
Unanticipated loopholes in a property and casualty insurance policy can cause major headaches for investors and claimants alike. Whether it’s ambiguous language in a policy that’s construed against the insurance provider or a miscommunication as to how deductibles will be applied, these problems can be expensive and time-consuming to unravel. What three things should investors ... Common Problems with Property and Casualty Insurance
Brown & Company In the News
We’ve aggregated the various publications where Brown & Company has been featured in the news in recent months. We are grateful for the opportunities to speak with journalists to help educate readers on timely financial topics. Here are the most recent media interviews we have done: On December 18, Mark Brown was quoted in ... Brown & Company In the News
Is the 60-40 Asset Allocation Model Obsolete?
Thanks to Brian O’Connell at the Street.com for the opportunity to discuss our thoughts on asset allocation (here). Ask any investment specialist, and you’ll get an earful on how determining your asset allocation is one of the most important investment decisions you make. By and large, they’ll say, asset allocation is likely to have a ... Is the 60-40 Asset Allocation Model Obsolete?
Employee Spotlight: Meet the Team Member (Justin Cassida)
This is the latest in a continuing series of posts where we feature a member of our team using a Q&A format so you can get to know them a little better – both personally and professionally. This week we’ll be interviewing Justin Cassida, CFP®, who joined Brown and Company, Inc. in May 2007 as ... Employee Spotlight: Meet the Team Member (Justin Cassida)