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The Tricky Truth of Inheritance in the 21st Century

Inheritances are a complicated thing. Not only are there often strings attached in the eyes of the government, unexpected taxes, and complicated bequeathments, but there are also potential conflicts within families. And not to mention the fact that the potential windfall was the result of a relative's death. Inheritances are very complicated.

Women’s Experience in a Decidedly Male-Tailored Financial Landscape

By: Kathy Longo, CFP®, CAP®, CDFA

The recent and sudden passing of Kate Spade due to suicide has raised awareness about mental illness and the challenges women face in middle age. Based on my experience working with women of all ages, I know that the stress of life can lead to mental illness and long-term health problems if not addressed proactively. Although I’m not a mental health professional, I felt compelled to write an article about those challenges with an emphasis on ways in which we can help one another to find a greater peace, a space where we are heard and understood, and a place where we are empowered to take control of our financial and personal lives.  

Since the year 2000, suicide is up nearly 30% in the United States. For women between 45 and 64, however, the suicide rate increased by 60% and suicide has now become one of the top ten leading causes of death among middle-aged women.[i] While there are many opinions about why we are seeing this alarming trend, one theory that resonated with me was the amount of pressure women have on them from their jobs and families as well as maintaining an image of having it “all together”.

The Advantages of HSA's




Why do people open up Health Savings Accounts in conjunction with high-deductible health insurance plans? Well, here are some of the compelling reasons why younger, healthier employees decide to have HSAs.


#1: Tax-deductible contributions. These accounts are funded with pre-tax income – that is, you receive a current-year tax deduction for the amount of money you put into the plan. Your annual contribution limit to an HSA depends on your age and the type of high-deductible health plan (HDHP) you have in conjunction with the account. For 2017, limits are set at $3,400 (individual plan) and $6,750 (family plan). If you are 55 or older, those limits are nudged $1,000 higher.1,2

Long-Term Investment Growth for Children

John Gjertsen, CFA, CFP®, EA, BlueSky Wealth Advisors Senior Advisor, is a frequent contributor to the web-based investment Q&A Forum, Investopedia. He recently provided the following answer to a question regarding long-term investments for children.

Commodities Corner: March 7, 2016

Equity markets were slightly higher as markets seemed to be digesting the recent rally. Oil stocks were the gainers as energy prices closed at their highest levels of 2016 while technology stocks weakened a bit. Bond markets were also relatively unchanged as there was no new U.S. economic data to consider.

What regulators say about conflicts of interest in the financial services industry

Investors tell me that it's hard for them to understand what a "conflict of interest" might be in a relationship with their financial advisers.  

It's true that it is tough for customers to identify conflicts.  You almost have to be an insider to really be knowledgeable.   

Envestnet Acquires Finance Logix

Envestnet announced that it has acquired Finance Logix, a technology company that provides leading-edge financial planning and wealth management software solutions to banks, broker-dealers and RIA firms.

“Advisors we serve have been requesting a tightly-integrated platform where financial planning flows seamlessly into investment planning and ongoing management on a single platform,” said Jud Bergman, Chairman and CEO of Envestnet. “This acquisition allows us to deliver that capability and increase the breadth of our platform and the functionality gap between our platform and competing platforms.”

Finance Logix Announces Integration Agreement with Morningstar

Data integration between industry-leading advisor technology platforms to facilitate financial planning process.

Finance Logix, a leading provider of financial planning and client engagement solutions, today announced an agreement with Morningstar, Inc., a leading provider of independent investment research, to integrate the Finance Logix platform and Morningstar OfficeSM. The Finance Logix platform is a customized end-to-end financial planning and client management solution and Morningstar Office is a research and practice management system for financial advisors.

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Gary Nagel, Dennis Spratt and James Powers are Registered Representatives offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC, a registered broker-dealer and registered investment advisor. This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, IA, IL, KS, MA, MD, MI, MO, MN, NC, NE, NM, OK, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state referenced.

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