Investments
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Brumbaugh Wealth Management, Carson Choice Merge to Support Growth Initiatives, Enhance Client Experience
Based in Exton, Brumbaugh Wealth Management is one of the leading independent financial and estate planning firms in eastern Pennsylvania, and the pandemic provided it the opportunity to reflect on its business and client relationships in a different way than ever before. “COVID has pushed every industry to makes changes to their technology offerings; technologically,…
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Wiser Wealth: With a Delaware Statutory Trust (DST) Real Estate Investment Hassles Vanish
It is no secret that there is a lot of money to be made in real estate. However, it can also lead you into tangential responsibilities that you might just be tired of dealing with. Some people just want to focus on the value of properties without the duties of being a landlord having to…
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Wiser Wealth: How a Delaware Statutory Trust Can Help with Your Retirement Plans
As you get closer to retirement it is not all or nothing when deciding how much work you take on. You can certainly slow down somewhat while continuing to be active in your career. And for real estate investors, that could mean reducing the amount you have to do as a landlord maintaining properties. That…
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Wiser Wealth: How to Use Investment Real Estate to Prepare for Your Retirement
There are a lot of common steps people take to plan for their retirement. You probably already know to put aside money in stocks, bonds, and funds to have for down the road. However, one strategy that you might not be familiar with is utilizing investment properties to build your finances over time. Dwight Kay…
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Wiser Wealth: Savvy Investors Are Now Making Bitcoin and Cryptocurrencies Part of Their Retirement Plan
If you haven’t been paying much attention to cryptocurrencies, that might change by the time you are thinking about your retirement plans. Or at least, certain financial groups certainly seem to think so, as they are now unveiling new services specifically catering to utilizing cryptocurrency for your retirement funds, such as “CryptoIRA” and “BitcoinIRA.” Anne…
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Wiser Wealth: With Taxes on Capital Gains Expected to Increase What Should You Do to Prepare?
With it looking likely that the government will be increasing taxes on capital gains, it has quite a few people questioning what they should do to get the most out of their investments. Would it be better to sell off those investments now rather than wait and have to pay significantly more in taxes? Some…
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Wiser Wealth: How Individual Investors and Underserved Communities Can Help Each Other
While corporations typically have more resources to help with a project, there is truth in the common adages about individuals being able to be the change they want to see. That holds true in the case of communities in need finding some of their help can come from any one person. And for individuals who…
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Vanguard’s Latest Edition of ‘How America Saves’ Is Now Available
Malvern-based Vanguard has its latest catalog edition of How America Saves, a guide that helped Vanguard’s contribution participants stay the course during the COVID-19 pandemic. The investment behemoth has continued to expand the catalog in its twentieth year with Insights to Action, a supplementary report that delivers expert recommendations shown to improve plan efficacy and…
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Wiser Wealth: Using Opportunity Zone Funds To Revitalize Distressed Communities While Minimizing Capital Gains and Estate Taxes
As proposed changes begin to come down the pipeline for how capital gains taxes and estate taxes are handled, it has many wondering what they can do to mitigate what they will be paying. As explained by Matthew Erskine of Forbes, some of the ideas being considered by the government could wind up claiming up…
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Wiser Wealth: The 6 Mistakes You’re Making that Hurt Your Social Security Plan
Just because you are in the prime of your career now doesn’t mean that you shouldn’t be thinking about what life will be like in retirement. You want to know a solid future is waiting for you, but mistakes now could hamper that. Neal Templin of the Wall Street Journal advises that according to experts,…
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2 Chester Minority-Owned Businesses Receive $10,000 Comcast Grants
Two Chester companies have received part of $1 million in Comcast Corp. RISE grants given to Chester and Philadelphia, writes Kennedy Rose for Philadelphia Business Journal. Akira Academy Daycare and Preschool, LLC and Rasheedah’s Exquisite Hair Designs each received $10,000. The program launched last fall. Plans call for grant, tech and media support for…
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Wiser Wealth: Trading Up to a Bigger House is Challenging in Current Housing Market
While many business areas have been hurt by the pandemic, that has not been the case for the housing market. In fact, it is so competitive among buyers that many properties are receiving offers exorbitantly above asking price. This has a lot of people thinking that it might be a great time to try selling…
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Brumbaugh Wealth Management: Retirement Confidence Remains Strong, Despite Pandemic
Despite the economic shock of the coronavirus pandemic, American workers and retirees remain largely optimistic about their financial prospects for retirement. In its annual Retirement Confidence Survey conducted in January 2021, the Employee Benefit Research Institute (EBRI) found that 80 percent of retirees and 72 percent of workers were either very or somewhat confident in…
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Wiser Wealth: How to Navigate Buying a Home in a Competitive Housing Market
If you thought more than a year living remotely would make people less inclined to search for a home, you couldn’t be more wrong. In actuality, so many people are looking for houses right now that properties are receiving far more offers than they normally would. This competitive market has home-buyers wondering, how do you…
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Wiser Wealth: When is the Right Time to Let Your Family Have Their Inheritance?
By Chris Isaac Oftentimes when people think about distribution of an inheritance, they picture the whole family assembled around a lawyer reading out a deceased person’s will. However, nothing is stopping a person from giving out their inheritance while still alive. So if that money could make a big difference for a relative now, should…
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Wiser Wealth: Protecting Your Jewelry When You Travel
By Chris Isaac Everyone wants to enjoy themselves while traveling, but it’s impossible not to be conscious of the fact that you’re more likely to lose your belongings when you’re away from home. For people who wear jewelry, this could result in losing items with a lot of financial or sentimental value. Forbes recently shared…
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Wiser Wealth: Should You Ever Invest in an Idea Nobody Else Believes In?
By Chris Isaac With how reliant we have become on technology it can be bizarre to think back to a time when the things we depend on were not yet commonplace. It can also make you look forward to the future with excitement and wonder what innovations are coming. And for investors, that speculation can…
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Radnor Investment Firm Decides It’s Time to Fill Up on Donuts
Doughtnuts were a tasty temptation for NewSpring, a Radnor private equity firm, writes Jeff Blumenthal for Philadelphia Business Journal. NewSpring has bought into Duck Donuts in a big way. It’s now the majority stakeholder. Duck Donuts is a fast-growing Central Pennsylvania-based donut franchise. NewSpring partnered with Free Fenix, a hybrid investment company out of North…
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