MLR

Category: Wealth Advice / Estate Planning

If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy.

The reporting requirements for claiming charitable contributions of cash on your tax return can be strict. If you don’t follow them, your deductions may be disallowed by the IRS.

Inc magazine reported that sixty-six percent of small-business owners have no formal succession plan.

Women continue to struggle for equality on many levels. Financially, we face an uphill battle to land the best jobs and earn an equal wage. Women also face a dramatic disadvantage when it comes to investing for our long-term financial future.

Only 30% of all businesses put on the market for sale are actually sold, according to the National Federation of Independent Business.

These days, many people have a large percentage of their wealth in the form of traditional IRA accounts. In most cases, this is because significant distributions have been rolled over tax-free from qualified retirement plans to these IRAs.

The everyday investor tends to be paralyzed by worry about investments and how to do right for your portfolio. Get the noise out of your head and invest wisely. Take the worry out of investing and focus on advice to live by.

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller coaster in recent years, the rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Money is one of the largest stresses in an individual’s life. We worry about the bills today and our financial future tomorrow. As the family’s CEO, primary caregiver or single mom, women face this stress on a regular basis. Follow these steps to take the stress out of investing so you can relax and enjoy time with family.

Our affiliate, ML&R Wealth Management, provides investment advisory and management services to institutions and nonprofits in Central Texas.