Estate Planning & Trusts, Financial Planning

The Sandwich Generation

…burdens, and prepare yourself, your family, and your parents to welcome their age with ease and be able to enjoy the “sandwich.” Footnotes: https://www.pewsocialtrends.org/2013/01/30/the-sandwich-generation/ https://www.jstor.org/stable/23712207?seq=1#page_scan_tab_contents https://www.sandwichgeneration.com/about.htm https://www.sandwichgeneration.com/about.htm Download This Article…

A woman is working on her laptop

Financial Planning, Investing

What About Bonds?

…you in the years ahead. Download This Article Footnotes: Datastream, GMO, https://www.gmo.com/americas/research-library/2q-2020-gmo-quarterly-letter/. Note: Short rates are levels as of 1/31/2020 and bond returns are the returns from 2/19/2020 to 3/23/2020….

woman checking credit history on laptop

From Peter's Desk

Ice, Ice Baby! How to Freeze Your Credit

…through any of these three potential “entry points.” Also, freeze the credit of any of your minor children — I’m not messing around here. TransUnion https://www.transunion.com/credit-freeze or 888-909-8872 Experian https://www.experian.com/freeze/center.html…

R&D team contemplates the tax credits that may be available

Taxes

The Research and Development Tax Credit

…expenses – These include research expenses the business must bear, regardless of whether its research efforts are successful. For example, expenses related to prototype fabrication, engineering efforts, software development, etc….

Investing

Are You Rational or Are You Normal?

…investors to completely ignore the crash simply because there were nine strong years of market performance that followed it would be a mistake. On the flip side to make the…

Rethink Your Money

Achieving a Meaningful Retirement

…speak to an advisor by going to creativeplanning.com. Creative Planning Tax and Legal are separate entities that must be engaged independently. Important Legal Disclosure:  creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions?  Email us @ podcasts@creativeplanning.com

 

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