Market Outlook Webinar | CWT & BlackRock
This year has presented us with a number of challenges that continue to have a meaningful impact on our investments. As 2022 comes to a close, what might be in store for financial markets?
2022 Year-End Tax Planning Checklist
We're approaching the end of 2022, which means tax season is right around the corner. To help you prepare for this coming tax season, we've put together a year-end tax planning checklist to keep you organized & on track.
Planning for Tax Year End | Charitable Gifting
As the year draws to a close, you and your accountant may decide that itemizing deductions can be the right strategy for you.
Money with Murphy – Mid-term Elections
Money with Murphy Episode 32: Mid-term Elections with Kara Murphy, Chief Investment Officer of Kestra Financial
Retiring as a Small Business Owner | 5 Key Steps
Planning for retirement as a small business owner comes with its own set of challenges, and the earlier you begin preparing for the transition, the better.
Tax Strategies for Widows | What to Do When Your Spouse Dies
Widows often face a significant drop in income after the loss of their spouse, and the IRS offers a few important tax breaks that can help mitigate the loss and improve financial stability moving forward.
How & When to File a Life Insurance Claim
Filing a life insurance claim is a relatively simple process and should be done as soon as possible after the loss of your loved one. Knowing the process is underway may lift some of the financial stress during this time and help you prepare to make decisions about the road ahead.
Top 3 Financial Considerations for Women Inheriting Wealth
Whether you are facing the challenge of how to best manage a recent or upcoming inheritance or planning for the transfer of your wealth to the next generation, we are here to help. Allow our team of legacy planning experts to help you put together a plan today to protect those you love now and in the future.
Planning for Medical Costs in Retirement
Whether you're early on in your working career, approaching retirement, or already transitioning out of the workforce, it's important to be realistic about what you should expect to pay for medical costs in retirement.
Markets In A Minute: Upside of Down Markets
After finishing 2020 and 2021 with robust gains, the S&P 500 index is down -13.2% this year, through last week. Adding to the pain, the Bloomberg U.S. Aggregate Bond Index is down -8.6% for the same period.
That's the bad news. The good news is that down markets provide investors with opportunities that may over time enhance returns, reduce risk and provide tax advantages.
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