Creating a Family Motto for 2021

Jerry Inglet, Ed.D |
Emerald GEMs

December 22, 2020, GEM 29 — Over this past year, many families have grappled with topics from the pandemic to politics, perhaps disrupting family harmony. With the uneasiness that 2020 presented, has your family defined a concise purpose for the new year that drives goals? In today’s podcast, Family Legacy Advisor Jerry Inglet discusses both the importance of establishing your family’s purpose for 2021 and how to supplement it with the development and use of a family motto.

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The Basics of a Health Savings Account

Matthew J. Mancini, CFP®, ChFC®, AEP® |
Wealth Planning
utah778

A health savings account (HSA) is a tax-advantaged way of saving for health care expenses now and in the future. The contributions you make to an HSA are income-tax-free, the growth and earnings are tax deferred (or tax-free), and the distributions are tax-free, provided they are used for a qualified health expense. A health savings account is also a portable account, meaning you own and control it, and there are no “use-it-or-lose-it” provisions.

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Help Secure Your Home for Work and Your Family

Wilmington Trust |
Wealth Planning
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Download Transcript >Protect your remote work environment from cybercriminals during the COVID-19 pandemic and beyondWith millions of Americans currently working from home and relying more heavily on home technology systems due to the pandemic, cybercriminals are increasing activity to take advantage of this new normal.

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