Year-End Giving

As the holiday season and end of the year approaches, many think about meaningful ways to give. While the primary purpose of giving is to provide support to charities and those in need, there are…

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Speculation is Not a Plan

2020 certainly has been a year to remember, with what feels like more headline-worthy events than one can count. As we look toward the fall, it seems that the drama of 2020 will only continue…

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What’s Next?

I always enjoy writing with good news and have some for you today. As I write this, the S&P is up roughly 32% from its lows in March. We are only down a “mere” 13%…

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CARES Act: RMDs, Charitable Giving and IRA Contributions

In March, Congress passed the Coronavirus Aid, Relief and Economic Security Act (CARES Act), a $2,000,000,000,000 (two trillion) dollar stimulus package. National news outlets have covered the most well-known benefits like taxpayer payments, tax filing…

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A Message from Means Wealth

Good afternoon, Over the last few weeks, the consternation concerning personal health, our families, the markets, and our economy has been palpable. Like you, I am concerned as these are no doubt challenging times. Many…

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2020: Trump, Iran, & RMDs

Well, the first 20 days of 2020 have been eventful. Trump is continuing with his never-ending tweets. Iran shot down a civilian Turkish airliner and shot missiles at U.S. bases in Iraq. US and Iran’s…

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