Showcase: Wealth Management

RMD Roundup: A Few Key Updates About Required Minimum Distributions

by Team SESLOC | Nov 10, 2021

As we approach the end of 2021, now might be a good time to take a closer look at a few developments surrounding required minimum distributions (RMDs).

Social Security’s Uncertain Future: What You Should Know

by Team SESLOC | Oct 12, 2021

Social Security is a pay-as-you-go system, which means today’s workers are paying taxes for the benefits received by today’s retirees. However, demographic trends such as lower birth rates, higher retirement rates, and longer life spans are causing long-run fiscal challenges.

Should You Be Concerned About Inflation?

by Team SESLOC | Jul 12, 2021

If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade. In May 2021, the Consumer Price Index for All Urban Consumers (CPI-U), often called headline inflation, rose at an annual rate of 5.0%, the highest 12-month increase since August 2008.1

Charitable Deductions

by Team SESLOC | Jan 1, 1970

The charitable deduction allows you to deduct the value of property you give to charity from your estate and may reduce any federal gift and estate tax that may be owed. Charitable gifting allows you to satisfy your personal philanthropic desires and fulfill your estate planning objectives.

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Showcase: Wealth Management

RMD Roundup: A Few Key Updates About Required Minimum Distributions

Social Security’s Uncertain Future: What You Should Know

Should You Be Concerned About Inflation?

Charitable Deductions

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