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NEW!  Wealth Planning Newsletter Fall 2024

Keeping You Informed

Stifel Insights

Dive into our latest articles, videos, podcasts, and more!

Black Dog

Dog Determines Domicile

Although relocating is relatively easy, determining domicile can be tricky.

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Young boy reading under a tree

Market Volatility

Investing for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.

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Elderly Woman with Nurse

Which Type of Long-Term Care Insurance Is Right for You?

The long-term care (LTC) insurance marketplace is changing quickly, and you have more options to choose from than ever before. Read on for the pros and cons of the three main types of coverage.

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Couple sitting at table with Financial Advisor

Stifel Wealth Strategist Report®

Why would you embark on your financial journey without planning and forethought? Just as with travel, there is more than one route to take toward achieving your financial goals.

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Father and daughter taking selfie in eye glass store

iPlanning: Estate Planning in the Digital World

With society firmly entrenched in the digital world, just about everyone has digital assets. What happens to all of these digital assets when the owner dies?

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Woman looking at bills by laptop

Make Tax and Estate Planning a Priority

Now that we are off and running in 2023, it is important to not lose sight of our New Year’s resolutions. For many, those resolutions focus on physical fitness, but financial fitness can be just as vital.

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Mature couple sitting on beach chairs looking at ocean

Social Security Fact Sheet

Check out this article for important Social Security facts.

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Internal Revenue Service Building

What Triggers an IRS Audit?

Have you ever wondered what your chances are of being audited by the IRS? Once you file your taxes, the last thing you want is the IRS knocking at your door. The IRS conducts tax audits to ensure financial information is reported properly according to the tax laws.

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Grandma and Grandson Counting Coins

2023 Estate and Gift Tax Highlights

This article covers exemptions, deductions, and more estate and gift tax highlights.

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Group of young professionals meeting at table

You Are Never Too Young to Think About Retirement

It is never too early to start planning for retirement. Investing in a retirement plan early may offer significant advantages to waiting until a later age.

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