High-net-worth individuals often underestimate the value of their jewelry collection. Often, people do not think of jewelry as an investment, but view the purchase through an emotional lens. As more pieces are accumulated, the value of the collection can be quite significant. As a collection grows in value, it is important to review how you are safeguarding this asset.
Condor has sent out its 2017 1st Quarter Newsletter!
- Key Retirement and Tax Numbers For 2017
- Grandparents Can Help Bridge the College Cost Gap
- How Can I Prepare Financially for Stormy Weather?
- What Are Some Tips for Creating a Home Inventory?
You can read our online copy by clicking here.
For millennials, also referred to as Gen Y, retirement can seem light-years away. While retirement might feel like a lifetime away, the actions that people take in their 20s and 30s will often define what that retirement future looks like.
One of the most important components of financial planning is ensuring a sound plan is in place for the transfer of an individual’s estate upon their passing. Several changes have been (and continue to be) made to federal and state laws that govern the transfer and subsequent taxation of estates in the United States, leaving many people feeling overwhelmed by the sheer complexities that exist. Continue reading “Estate Tax Versus Inheritance Tax — What’s The Difference?”