Tip: Refund Stats. The average refund during 2017 was about $2,860. Source: Internal Revenue Service, 2018 The Internal Revenue Service estimates that taxpayers and businesses spend 8.1 billion hours a year complying with tax-filing requirements. To put this [...]
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is better than no decision at all.”¹ Investment inaction is played out [...]
Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.¹ How to Assess the Value of an Estate 1. Select the date of calculation. Because values [...]
Of those aged 65 and older, 10 to 20 percent have mild cognitive impairment. In addition, women have a 1 in 6 chance — and men have a 1 in 11 chance — of developing Alzheimer’s during the remainder of [...]
On January 3rd 2019, Craig Bolanos was featured in Debbie Carlson’s 8 Questions to Ask During Volatile Markets article appearing in U.S. News & World Report. On slide three he advises people with formalized investment plans to [...]
High-net-worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply equally to them as with any other investor, but the affluent investor needs to be mindful of [...]
Most Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups, and no smoking or excessive alcohol. Yet, despite this knowledge, changing existing behaviors can be difficult. Look no further than the New [...]
WMG 4th Quarter Conference Call In case you missed it, click to hear the full year-end conference call!
We hear over and over again how important it is to maintain a healthy lifestyle. But being healthy for its own sake isn’t easy — especially when you’re facing down temptation or battling procrastination. For some, the [...]
Passing your estate to an heir with credit problems or a gambling or alcohol addiction might not only lead to that wealth being squandered, but the inheritance could worsen the destructive behaviors. Of course, you don’t want [...]
