Case Strategy: Increasing Future Cash Flow

The following case study outlines how a deferred charitable gift annuity (DCGA) can potentially help your clients save thousands in taxes! Follow the subjects in our hypothetical example, as they work with their financial planning professional to find the best strategies to save money while contributing to their favorite charity!

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Market Update for the Quarter Ending March 31, 2016

After a dismal start to the year, financial markets bounced back in March. For the month, the Dow Jones Industrial Average was up 7.22 percent, the S&P 500 Index gained 6.78 percent, and the Nasdaq was up 6.94 percent. For the quarter, the Dow moved into positive territory for the first time this year, gaining 2.20 percent, as did the S&P 500, gaining 1.35 percent. The Nasdaq is still down for the year, having lost 2.43 percent for the quarter.

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Mortgage Shopping Basics

Whether you’re buying your first home or looking to purchase a vacation home or another property, it’s important to determine how much debt you can comfortably take on and to compare mortgages to find the most appropriate option for your situation. The following tips can help:  

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Understanding Advanced Directives

If you became seriously ill and could no longer communicate your wishes, how would you want to be cared for? Which treatments would you want, and which would you want to avoid? Advance directives allow you to convey your decisions for end-of-life care to family, friends, and health care professionals, helping prevent confusion down the road. 

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