Technology has advanced rapidly since the advent of the internet. New platforms, such as Twitter, have become a huge disrupter to the traditional consumer shopping experience. How companies adapt to this new age of communication is reflective of their brand image, especially among an increasingly more interconnected population.
When a couple discovers that they are expecting a child, they are often overwhelmed with feelings of joy…and anxiety. According to recent data from 2015, the USDA estimates that a child of a middle-income married couple will cost $233,610 ($12,980/year) from birth through age 17. Continue reading “Financial Planning for Expectant Parents”
Individuals who own company stock in an employer-sponsored qualified retirement plan may be able to benefit from an Internal Revenue Service (IRS) tax rule that provides an additional distribution option for such a holding. According to Vanguard’s 2014 research on nearly 1,500 qualified plan sponsors, 15% of all plan participants utilize company stock in their employer’s qualified retirement plan. Continue reading “Net Unrealized Appreciation — Your Options”
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?”
The cost of education is rapidly increasing. With student loan debt now being the second highest consumer debt category, trailing mortgage debt, the stakes of college planning are high and there is not much room for error. Here are some common mistakes that parents make when planning for their children’s college education.
Individuals often overlook the importance of having a plan in place that will prepare them for a potential loss of independency. While it is true that the elderly are most prone to a decline in the ability to perform the daily functions of life, the chances of any individual (regardless of age) requiring long-term care in their lifetime are higher than you might think. Continue reading “Long-Term Care Insurance”
Attempting to make comparisons between the structures of countries’ housing markets is a difficult task. Numerous elements must be considered, such as geography, government policies, and demographics, while analysis can be further complicated by an overall shortage of comparable data throughout various countries. Continue reading “Renters Under Pressure Globally”