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Investment | Audubon Financial Design
http://www.audubonfinancialdesign.com/resource-center/investment
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. Jane Bond: Decoding Diversification. Agent Jane Bond is on the case, discovering how bonds diversify a portfolio. Ever wonder ...
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Home | Audubon Financial Design
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If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. To Buy or Not to Buy. The decision whether to buy or rent a home may have long-term implications. THERE ARE TWO VASTLY DIFFERENT PRICES FOR A COLLEGE EDUCATION. ONE FOR THE INFORMED BUYER AND ONE FOR THE UNINFORMED. WHICH WILL YOU PAY? Suddenly Single: 3 Steps to Take Now. Without a ...
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Tax Resources | Audubon Financial Design
http://www.audubonfinancialdesign.com/tools/tax-resources
Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Click below to see if your portfolio has your risk number. Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.
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Estate | Audubon Financial Design
http://www.audubonfinancialdesign.com/resource-center/estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. Understan...
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Lifestyle | Audubon Financial Design
http://www.audubonfinancialdesign.com/resource-center/lifestyle
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. What to Do When You Lose Your Wallet. There are things you can do to keep yourself safe when you lose your wallet. Using smart management to get more of what you want and free up assets to invest. An increasing number hav...
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Your DNA Test | Audubon Financial Design
http://www.audubonfinancialdesign.com/resource-center/insurance/your-dna-test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death. The Other Sure Thing. Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? The Value of Insuring Against Life’s Risks. Building wealth requires protection from the forces of wealth destruction. The chances of needing long-term care, its cost, and strategies for covering that cost. Have A Question About This Topic?
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What You Should Do About Insurance Following a Divorce | Audubon Financial Design
http://www.audubonfinancialdesign.com/resource-center/insurance/insurance-following-a-divorce
What You Should Do About Insurance Following a Divorce. Divorce can be an emotionally and financially challenging life event. In the face of the many possible adjustments divorce entails, making changes to insurance coverage may be overlooked. Here’s a look at each type of coverage:. Life insurance is often purchased to cover financial obligations that may occur when a spouse passes away.¹ Life insurance policies may be an element of your divorce agreement. If possible, consider buying a pol...A disabili...
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Trends in Charitable Giving | Audubon Financial Design
http://www.audubonfinancialdesign.com/resource-center/estate/trends-in-charitable-giving
Trends in Charitable Giving. Importance of Itemizing. Charitable contributions are deductible only if you itemize deductions on Form 1040, Schedule A. Those who take the standard deduction cannot deduct their contributions. Internal Revenue Service, 2015. According to Giving USA 2015, Americans gave an estimated $358.38 billion to charity in 2014. That’s the highest total in the 60 years since the report was first published. Are not related to annuities offered by insurance companies. Under this arra...
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Tools | Audubon Financial Design
http://www.audubonfinancialdesign.com/tools
Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Our collection of 40 calculators is a great starting point if you have a question or concern about your personal finances. Click on a calculator to begin.
