All Wealth Planning Content

Can Your Portfolio, Balance Sheet, and Wealth Plan Pass the Test?

Wealth Planning

Stress testing is more important than ever as we enter another season of uncertainty.By stress testing your current portfolio you can see how it would likely have fared under different market shocks or stress scenarios and you can determine whether asset allocation shifts or goal adjustments need to be made.Stress testing balance sheets is equally important and can reveal liquidity gaps and cash flow continuity risks should a significant unexpected event take place.

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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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Emerald GEM 17: The Importance of Asset Titling in Estate Planning

Matthew T. Lee |
Emerald GEMs

August 25, 2020—What is not necessarily top of mind, but also deserves careful consideration, is how the assets that will eventually comprise your estate are titled. This is because how assets are titled will impact how they are transferred at death, which can have a range of planning implications and possibly affect whether an estate plan ultimately achieves its intended goals and objectives.

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