Benchmark Bulletin – July 2013

Your Personal CFO’s
 
The dog days of Summer are upon us once again. Volatility has also made a bit of appearance again recently after a bit of a slumber thanks to “The Fed’s” comments about tapering their bond buying at some point. Some key economic data will be announced in the coming weeks that may influence the broader markets. Generally speaking, we’re still cautiously awaiting buying opportunities. We wish everyone a “Safe & Sane” Independence Day!
 

“The four cornerstones of character on which the structure of this nation was built are: Initiative, Imagination, Individuality and Independence.” – Eddie Rickenbacker

 

Mid-Year Planning: Accounting for New Tax Rules The American Taxpayer Relief Act (ATRA) set the rules for tax planning for 2013 and beyond. As you take stock of your tax situation this year, here are a few things to keep in mind.
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Portability of Applicable Exclusion Amount between Spouses Portability allows a surviving spouse to use the unused applicable exclusion amount of the spouse who dies first to shelter property from federal gift and estate taxes.
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Choosing a Retirement Community Perhaps you’ve seen ads for a new “over 55” luxury condominium development in your town. Or another winter of shoveling has finally convinced you that it’s time to move to a warmer climate. You’re looking forward to life in a retirement community, but with so many options, how do you choose the right one?
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I just bought a vacation home. Do I need to purchase a specific type of insurance? Insuring a vacation home is different from insuring your primary residence. As a result, you’ll want to purchase insurance that is specifically geared to provide coverage for these types of properties.
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Cartoon: Small Business Small business managers wear many hats.
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