Tips to Avoid Common Estate Planning Mistakes
11/16/2022 by Marine Bank
With a few simple actions, you can ensure your estate planning is effective
Beware of Mutual Fund Capital Gains in 2022
11/16/2022 by Marine Bank
Just because markets are negative in 2022, you might still see a tax bill.
The Murkiest Part of Estate Planning
10/20/2022 by Marine Bank
Specific questions to help frame your thinking as you talk to your heirs
Warren Buffett’s Directive for His Wife’s Assets
10/19/2022 by Marine Bank
To achieve both protection and growth, maybe you ignore Warren’s will
What the Mid-Terms Might Do to the Stock Market
9/20/2022 by Marine Bank
Irrespective of what the polls suggest will happen – and without getting into any political discussions – let’s explore what impacts the 2022 Midterm Elections might have on U.S stock markets.
Part 2- The 3 Wall Street Voices and 9 Myths
9/20/2022 by Marine Bank
This is part two of a three part series. Wall Street has three voices it wants you to listen to and nine myths it wants you to believe. They are designed to allow “The Street” to keep making money from you. Exposing them will help you be a better investor.
Part 3- The 3 Wall Street Voices and 9 Myths
9/20/2022 by Marine Bank
This is part three of a three part series. Wall Street has three voices it wants you to listen to and nine myths it wants you to believe. They are designed to allow “The Street” to keep making money from you. Exposing them will help you be a better investor.
How to Minimize Taxes During Market Downturns
8/19/2022 by Marine Bank
Understanding long-term capital gains taxes when you sell investments
What’s the Best Age to Receive Social Security?
8/18/2022 by Marine Bank
One of the most vexing questions for anyone planning for retirement is: “What’s the best age to start receiving Social Security benefits?” Here is what the Social Security Administration says – and it can help guide your decision as you and your financial advisor build your retirement plan.
Life Insurance: Changing Times, Changing Needs
7/20/2022 by Marine Bank
Questions that all policyholders should ask themselves at least once a year