Good News for Philanthropic IRA owners

If you’re over age 70 1/2 and are looking to reduce your taxes while making charitable contributions, you should consider taking advantage of a Qualified Charitable Donation (QCD) from your Individual Retirement Account (IRA) this year. The IRS ruled that charitable donations after age 70 1/2 made from your IRA accounts will be exempt from […]

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Business Succession Planning

Don’t die before you pass your business’ torch. Here is how to plan the handoff. As baby boomers enter retirement years in droves, the question of who will succeed them in their businesses is an ongoing issue. While some can’t wait to leave their careers to start doing all those things they have been postponing […]

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Willow Creek Commentary: Spring-2018

RECENT MARKET VOLATILITY After a period of relative calm in the markets, the increase in volatility in the stock market has resulted in renewed anxiety for many investors. The US stock market fell more than 7% on two occasions (top-to-bottom) during this first quarter, resulting in many investors wondering what the future holds and if […]

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Brain-Building Meditation

When most people think of the benefits of meditation, they get a vague image of peacefulness and tranquility, a quality of “mindfulness” that contrasts nicely with the distractions and hubub of our modern age.  You might be surprised to find that scientists are finding more tangible benefits to a meditation habit. In one study conducted […]

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A few words on the market volatility

We are sure you have already heard all about the “largest single-day point decline” for the Dow on Monday: down 1,175 points (or -4.6%). The dramatic headlines are all focusing on the “tremendous sell-off on Wall Street”, and market commentators are already taking credit for knowing that this was bound to happen because interest rates […]

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Creative Giving: Philanthropy with pizazz

Giving to a charity is easy, right? Write a check, send it off to your favorite 501(c)(3) organization, and get a full deduction for the amount on your tax return, up to 50% of your adjusted gross income. Though this is correct, there are more advantageous and rewarding ways to help the causes closest to […]

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Career Opportunity – Wealth Advisor

Are you a thriving wealth advisor who has dared to wonder, “What if?” What if you could find a firm who valued your personality and principles as much as your client AUM? What if that firm were as conscientious as you are about ensuring your clients’ highest financial interests are the foundation instead of the […]

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To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

December 2017 Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the […]

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