With inflation remaining high, the medium-term economic outlook somewhat uncertain, and global markets continuing to experience a high degree of volatility, it’s an excellent time to schedule a Summit Meeting: the kind of in-depth sit-down with a trusted advisor to conduct an essential review of your estate planning strategy.
When the Federal Reserve formalized its anticipated rate hike with the latest quarter-point increase in its federal-funds rate, it was the 10th increase in the last 14 months. While the general expectation is that this will be the last increase for some time, the benchmark rate is now between 5% and 5.25%, dramatically higher than the record near-zero rates as recently as March 2022.
Nemes Rush’s own Charlie and Chris Nemes appeared together with reporter Amy Lange on a recent video interview segment on FOX 2 News in Detroit.
The SECURE 2.0 Act (Setting Every Community Up for Retirement Enhancement) has been passed by Congress and signed into law. The Act contains modifications to the current tax system that will have far-reaching effects on personal financial planning.
We’ve already talked about the importance of making a list, however, it is just as important to be aware of financial planning opportunities as we move through 2023 and approach the April 18th tax deadline.
All politics are local—or so the saying goes. But are all politics financial? There’s no doubt that many voters vote with their wallet, and there’ a vein of conventional wisdom that states that while social and cultural issues might generate the biggest headlines, the most important factor on election day is the state of the economy and its impact on the financial fortunes of families and individuals.
All politics are local—or so the saying goes. But are all politics financial? There’s no doubt that many voters vote with their wallet, and there’ a vein of conventional wisdom that states that while social and cultural issues might generate the biggest headlines, the most important factor on election day is the state of the economy and its impact on the financial fortunes of families and individuals.
This is the time of year when our advisors are scheduling year-end planning meetings with clients. Year-end planning is more than just a pro forma check-in, it’s an important practice and an opportunity to make sure our clients are checking all of the important boxes each year. It’s crutial to not miss out on opportunities to minimize tax burden and to make smart and strategic decisions about how to handle assets.
This is the time of year when our advisors are scheduling year-end planning meetings with clients. Year-end planning is more than just a pro forma check-in, it’s an important practice and an opportunity to make sure our clients are checking all of the important boxes each year. It’s crutial to not miss out on opportunities to minimize tax burden and to make smart and strategic decisions about how to handle assets.
This is the time of year when our advisors are scheduling year-end planning meetings with clients. Year-end planning is more than just a pro forma check-in, it’s an important practice and an opportunity to make sure our clients are checking all of the important boxes each year. It’s crutial to not miss out on opportunities to minimize tax burden and to make smart and strategic decisions about how to handle assets.
A Day to Financially Reflect Financial Awareness Day is the ideal opportunity to review your financial planning You might not realize it, but August 14th was officially National Financial Awareness Day. It might seem like a gimmick, but it’s a good one, because it’s a great reminder to take time every year to take stock […]
The Petroleum Conundrum The complex story behind pumped up gas prices With headlines warning of rising prices at the pump after this recent dip, gas prices are understandably a hot button issue. To add fuel to the fire, both sides of the political aisle wield higher gas prices to push their agenda. Specifically, they use […]
