Condor Capital Management

Explore: How to Give Like a Billionaire When You Don’t Have Billions to Give

How to Give Like a Billionaire When You Don’t Have Billions to Give

Since Bill and Melinda Gates and Warren Buffett created the Giving Pledge in 2010, more than 200 of the world’s wealthiest individuals and couples have committed to giving the majority of their wealth to philanthropic or charitable causes.

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Qualified Charitable Distributions: Using Your IRA to Give from the Heart

The Tax Cuts and Jobs Act roughly doubled the standard deduction ($12,200 for single filers and $24,400 for married taxpayers filing jointly in 2019) and indexed it for inflation through 2025. As a result, far fewer taxpayers will itemize deductions on their tax returns, and some people may be disappointed that they no longer benefit from writing off their donations.

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Do Independent Living Communities Differ From CCRCs?

Independent living communities, also known as rental retirement communities, offer housing options for active seniors and retirees who require little or no assistance with daily activities. Most independent living residents desire an environment where they don’t have to be concerned about safety, maintenance, and homeownership responsibilities.

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Say Goodbye to Commissions!

Condor is delighted to announce that all three custodians with whom we custody our clients’ assets are no longer charging commissions on online stock and exchange traded fund trades!  This will lower costs even further for our clients, which is very exciting!

*Note that Fidelity’s no commission trades go into effect on November 4th, while Schwab and TD Ameritrade have already implemented commission-free trading.

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Do Millennials Need Life Insurance?

Do Millennials Need Life Insurance?

The financial challenges millennials face can be overwhelming. Many young adults have to figure out how to pay off college loans, save to buy a home or start a family, and sock away money for retirement. Given these hurdles, it’s no wonder that life insurance as a financial asset gets little to no attention. But it should. There are many reasons to have life insurance at a relatively young age, but here are some common ones.

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When Should I File the FAFSA?

When Should I File the FAFSA?

The FAFSA, which stands for Free Application for Federal Student Aid, is the federal government’s financial aid application. The FAFSA is a prerequisite for federal student loans, grants, and work-study. In addition, colleges typically require the FAFSA before distributing their own need-based aid and, in some cases, merit-based aid.

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Key Estate Planning Documents

Key Estate Planning Documents

Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning documents almost everyone should have regardless of age, health, or wealth. They are: a durable power of attorney, advance medical directives, a will, and a letter of instruction.

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Making Tomorrow Better Today through ESG Investing

Making Tomorrow Better Today through ESG Investing

Making the world a better place – who would not want to contribute to that?  Knowing that the actions we take today will benefit generations to come goes a long way.  Whether it be through reducing our carbon footprint or advocating for equal pay, most can agree on the common value of doing better for the longevity of this world.  This is where environmental, social, and governance investing, more popularly known as ESG investing, comes into play.  By partaking in this investing philosophy, one is aligning their investments with their core principles and values, chiefly for the enhancement of society and the greater world.

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