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.
Wealth Management news and events
We specialize In...
Wealth Management thought leadership
Manufacturing slips in February; consumer sentiment risesManufacturing output declined again in February as the economy cooled. Still, the consumer mood rebounded in March, particularly among lower-income households.
Are interest rates at risk of choking off growth?The real fed funds rate only recently moved near positive territory, after remaining below zero for several years. History suggests that the onset of recession is unlikely with real rates still this low.
Should investors be concerned about inflation?While high and volatile inflation has been a problem in the past, the last few decades of low and stable inflation has been positive for the economy, and for investors planning for their financial future.
CPI rises 0.2% in February, dips to 2.1% over the past yearIt might be too much to suggest that nobody is worried about inflation these days, but they are certainly harder to find…..and justifiably so.
Wealth Management Working With Us
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.