Upon the passing of a loved one, there are several decisions to make regarding the person’s personal and financial lives. While tax considerations can seem overwhelming, the decision of making a §645 election doesn’t need to be complicated. Here are some factors to consider when faced with this decision.
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Retail sales surge in MarchAfter a tepid stretch that started late last year, consumers opened up their wallets in March, and retailers were the beneficiaries.
Is the yield curve flashing a warning signal?After briefly inverting, the spread between the three-month and 10-year Treasury yields is back in positive territory.
Rising gas prices nudged CPI up to 1.9% in MarchIn the tenth year of expansion, for a growing economy with a tight labor market, fairly stable measures of inflation around 2% are about as good as it gets.
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Plante Moran Wealth Management’s greatest value to clients is our team of over 250 professionals. We enter into each relationship with the intention of serving as a trusted advisor and know earning that level of trust requires a very personal, customized, and consistent service approach.
With a work environment that attracts and retains top talent and hires for the long run, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your financial goals.