Tag: Financial Planning

Marriage and Finances: 5 Things to Discuss Before You Tie the Knot

Disagreements about finances are one of the most common causes of friction in marriage. According to a survey conducted by Citibank, more than half (57 percent) of divorced couples said that financial problems and disagreements were the main reason for their divorce. That’s why many marriage experts recommend that engaged couples spend time talking openly […]

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5 Tasks for Your Retirement Checklist

Many people keep checklists for a wide variety of different activities — everything from their daily chores and to-do’s to items they need to take with them on vacation. But have you ever thought about creating a checklist for your retirement? Doing so is especially important if you are nearing the age and date when […]

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How to Catch Up on Your Retirement Savings

Frontier knows that most of us are guilty of procrastination in at least one area of our lives. For example, maybe you keep putting off going to the doctor for that annual physical, or sitting down with your spouse and balancing your checkbook. According to a new report released by the World Economic Forum, many […]

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Four Retirement Savings Steps for Millennials

Saving for retirement isn’t high on the priority list for some Millennials. After all, there are lots of other financial obligations you probably have to worry about right now — things like repaying college loans, buying a car and paying for car insurance, and saving for a down payment on a first home. But if […]

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Succession Planning Strategies for Family-Owned Businesses

Succession planning can be difficult for any business owner, but it’s often especially hard in family businesses. Sometimes, owners will put off succession planning for fear of disrupting family unity. For example, if one child is the heir apparent to take over leadership when you retire, you might be worried about hurting your other children’s […]

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How to Properly Substantiate Your Charitable Donations

‘Tis the season for … tax preparation. No, it’s certainly not as fun or exciting as the holiday season. One of the first tax-preparation steps is to confirm you have all records of your charitable donations. Any donations you make to qualified Section 501(c)3 charitable organizations may be deductible on your federal income tax return. […]

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Should You Purchase Long-term Care Insurance?

Should You Purchase Long-term Care Insurance? Like many affluent Americans, you probably contribute regularly to one or more retirement savings accounts in order to build a nest egg for a financially secure retirement. But there’s at least one thing that could derail your carefully constructed retirement plans: an inability to care for yourself later in […]

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Why Estate Planning Is Important Regardless of Your Age

Many young couples and families are under the impression that estate planning doesn’t apply to them. They think that only middle-aged or older people with significant assets need to plan their estates. However, nothing could be further from the truth. Estate planning doesn’t have anything to do with age or how much money or other […]

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IRS Inflation Adjustments Are Minimal for 2017

Each year, the IRS makes adjustments to a wide range of tax provisions to reflect the impact of inflation. With inflation relatively low, the adjustments made by the IRS for 2017 are very small. Here’s what you need to know about the 2017 IRS inflation adjustments: The contribution limits for qualified retirement accounts essentially remain […]

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Not in the Family: When Should You Name a Corporate Trustee?

If your estate plan utilizes trusts to manage the distribution of property and other assets to your heirs, then you have a very important decision to make: Who will be your trustee? You have two main options when naming a trustee: You can designate an individual — such as a family member, friend or business […]

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