Keystone Financial Group

P: (920) 969-0717 F: (920) 969-0719 info@kfgwi.com
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End of the Year Money Moves

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Here are some things you might want to do before saying goodbye to 2018. 

Provided by Lynn K. Berry

What has changed for you in 2018? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2019 begins.

Even if your 2018 has been relatively uneventful, the end of the year is still a good time to get cracking and see where you can plan to save some taxes and/or build a little more wealth.

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Keep Your Life Insurance When You Retire

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Some good reasons to retain it.

Provided by Lynn K. Berry

 

Do you need a life insurance policy in retirement? One school of thought says no. The kids are grown, and the need to financially insulate the household against the loss of a breadwinner has passed.

If you are thinking about dropping your coverage for either or both of those reasons, you may also want to consider the excellent reasons to retain, obtain, or convert a life insurance policy after you retire. It may be the best decision once you take these factors into account.

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Why the U.S. Might Be Less Affected by a Trade War

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Why the U.S. Might Be Less Affected by a Trade War

The nature of our economy could help it withstand the disruption.

 Provided by Lynn K. Berry

 A trade war does seem to be getting underway. Investors around the world see headwinds arising from newly enacted and planned tariffs, headwinds that could potentially exert a drag on global growth (and stock markets). How badly could these trade disputes hurt the American economy? Perhaps not as dramatically as some journalists and analysts warn.1,2

Our business sector may be impacted most.

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Charitable Gifting

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Have You Considered Charitable Gifting?
Could it make the world a better place? Could it make sense, financially?

 

Provided by Lynn K. Berry

 

A gift to charity may also help to improve your tax or financial situation. Here’s a brief look at some popular options for charitable gifting, with potentially significant tax advantages.

 

Charitable Remainder Trusts (CRTs). Taxpayers with highly appreciated assets, such as stock portfolios or real estate holdings, are often hesitant to sell those assets and reinvest the proceeds because of the capital gains taxes linked to the sale.

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P: (920) 969-0717

F: (920) 969-0719

info@kfgwi.com


145 N Commercial St,
Neenah, WI 54956

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