Tag: InvestmentStatements

Working with Personal Finance Professionals

When helping a family member or friend with their personal finances, you may meet with their investment managers, accountants, attorneys, and other personal finance professionals. Comprehensive information and timely interaction with these advisors can lead to advantageous financial outcomes such as reduced tax liability, more robust insurance coverage, easier estate administration, and more. Over our…
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Analyzing tax return and creating budget on computer screen

What You Can Learn from Analyzing Your Tax Return

Now that your taxes are prepared and ready to file, consider one more valuable step… analyzing your tax return. It’s a good opportunity to let its numbers tell your story. While you’re most likely focused on receiving a refund or making a payment, analyzing the impact of your prior year’s financial behavior can help guide…
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Tax Liability on Real Estate Sales

Real estate ownership often represents an individual’s or couple’s largest asset, and its sale can significantly impact their tax liability. This is among the key reasons that clients seek our help. We help them by researching and gathering information related to expenses and coordinating with related professionals to help minimize that tax liability. What Impacts…
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tangled string becoming untangled as a result of being financially organized.

Get Financially Organized for the New Year

We are big believers in being financially organized. To get you started in the new year, we’ve assembled a collection of our articles focused on financial organization, where you’ll find real-life examples and smart solutions. Achieving Financial Organization Are you in need of some financial organizing solutions? Read about some client situations that may resonate…
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elements of financial organization

The Value of Financial Organization

Financial organization leads to better decision-making. And better decision-making means being better prepared for achieving your long-term financial goals. At Eddy & Schein Group, we are big believers in the benefit of getting finances in order. In fact, we have built a business based on the concept of financial organization. Throughout our 20+ years in…
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The Cost of Aging

The Baby Boomer generation is experiencing increased longevity. As many of them provide hands-on care, and sometimes even financial support, for their parents, they’re also discovering that the cost of aging may be more than they expected or prepared for. Thus, they may be worrying about how they will finance their own care as they…
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woman examining credit card because of rising interest rates

Managing Debt with Rising Interest Rates

Interest rates have been rising rapidly, increasing by about 2.25 percentage points since the Federal Reserve started tightening monetary policy in March 2022. This increase affects everything from mortgages to secured loans to credit cards, and total household debt balances have gone up substantially. To minimize the effect of higher financing costs, we encourage our…
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pickpocket stealing wallet from a purse

How to Minimize International Travel Risks – Part Three

Precautions While Traveling Please enjoy this final article of our three-part series of articles about minimizing the international travel risks for monetary and identity problems – lost money or lack of access to funds, lost ID or passport, or lost time dealing with those problems. This article, Part Three, offers tips for staying safe during…
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How to Minimize International Travel Risks – Part Two

Arrangements Prior to Departure Welcome back to our three-part series of articles about minimizing international travel risks for monetary and identity problems – lost money or lack of access to funds, lost ID or passport, or lost time dealing with those problems. In Part Two, we offer tips for the time leading up to your…
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How to Minimize International Travel Risks – Part One

Advance Planning and Preparation International travel is exciting, enlightening, and educational. But it does carry risks of financial and identity predicaments – lost money or lack of access to funds, lost ID or passport, or lost time dealing with the problem. Our series of three articles for a safer, less stressful trip provides suggestions and…
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You need a personal finance manager.

You Probably Need a Personal Finance Manager

Everyone seems to have personal finance management tasks and projects they’re always putting off. Almost every day, something new is added to the To-Do List – bills to review, calls or emails about insurance, wills to complete, retirement to plan, and so much more. Now imagine handling all this with impaired eyesight, decreased hearing, arthritic/shaky…
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