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Condor Capital Wealth Management’s Ken Schapiro and Jeanette Lucas Selected as Five Star Wealth Managers for 2021

Condor Capital Wealth Management is pleased to announce that our President, Ken Schapiro, and Vice President of Portfolio Management, Jeanette Lucas, have been selected as Five Star Wealth Manager award winners. This marks the tenth and first times they have received this award respectively.

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Selecting a Trustee

What is it?

In general

A trustee is a person (or institution) selected to administer a trust. A trustee’s role is to adhere to the terms of the trust document and fulfill its objectives. A trustee can be an individual (professional or nonprofessional) or a corporate trustee, such as a bank or trust company. You, as the grantor, should choose a trustee carefully because an inappropriate choice could invalidate the trust and have serious tax consequences. You must also weigh many other personal, family, business, investment, and nontax concerns. For a large or complicated trust, a combination of individual and corporate trustees may best provide the expertise needed to manage the trust with the flexibility to respond to beneficiaries’ changing needs.

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Government-Sponsored Disability Insurance Programs

Government-sponsored disability insurance programs are designed by federal, state, and local governments to provide basic income protection (and sometimes medical benefits) to disabled individuals. Although these programs may not offer the comprehensive protection you’d like, they can help you and your family if you can’t work.

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How to End Telemarketing Calls

What is telemarketing?

A plan, program, or campaign to sell goods or services over the phone

The Federal Trade Commission (FTC) defines telemarketing as a plan, program, or campaign to sell goods or services over the phone. Telemarketing can offer a convenient way to buy products and obtain services. However, many Americans view these unsolicited calls as an annoyance. As a result, Congress has enacted statutes that regulate the practice of telemarketing.

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New College Cost Data for 2020-2021 School Year

Every year, the College Board releases  updated college cost data and trends in its annual report. Although costs can vary significantly depending on region of the country and college, the College Board publishes average cost figures, which are based on a survey of approximately 4,000 colleges across the country.

Following are cost highlights for the 2020-2021 academic year.1 Because many residential colleges shifted to an online model this year, the College Board estimated 2020-2021 room and board figures to be the same as 2019-2020, adjusted for a 1% inflation rate.

“Total cost of attendance” includes direct billed costs for tuition, fees, room, and board, plus a  sum for indirect costs that includes books, transportation, and personal expenses, which will vary by student.

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November 1 Begins Open Enrollment for Health Insurance Marketplaces

Beginning on November 1, 2020, individuals (including families) may apply for new health insurance, switch to a different health-care plan, or re-enroll in their current plan through a Health Insurance Marketplace under the Affordable Care Act (ACA). The open enrollment period for 2021 health coverage ends on December 15, 2020.

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