What to Know about Legal and Financial Planning for Alzheimer’s Disease

Legal and financial planning for Alzheimer’s can be a fraught and difficult task. But when you spot early signs of cognitive decline, you can give yourself a window to begin planning for the most expensive parts of care. Work with Stableford Capital to address some of the financial challenges of an Alzheimer’s diagnosis.

Signing up for Medicare at Age 65 is Critical for Your Long-term Financial Plan: Avoid These Common Mistakes

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Simplify signing up for Medicare at age 65 when you work with a financial professional at Stableford Capital. Avoid common mistakes and penalties with proper sign-up timing. Maximize your savings by being strategic with employer insurance coverage and HSAs before Medicare enrollment.

Why Asset Protection Is Key to Alzheimer’s Financial Planning

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After an Alzheimer’s diagnosis, protect assets as part of Alzheimer’s financial planning to ensure that enough funds remain for long-term care and support.

Work with both financial and legal professionals to develop a plan for finances in the face of uncertainty. Strategize to continue earning from investments while protecting funds for the long-term.

How female investors can build their portfolio, save for retirement, and support other women

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Despite the strides that women have made in the workforce and stepping into higher seats of power, surprisingly 64% of women report being stressed about their finances. And only 1 in 5 seek out advice from a financial advisor.

A top-notch female financial advisor shares her tips to help female investors ease stress and build portfolios to allow them to live the lives they want.

Entrepreneur’s Financial Guide: 5 Tax Tips for the Self-Employed

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Entrepreneurs and small business owners can use these five tax tips for the self-employed to help you save the most on taxes. Making strategic purchases, automating bookkeeping, and taking advantage of deductions can all provide better personal tax returns. A tax professional like those at Stableford Capital can simplify the process and find additional ways to save.

Why an Investment Approach Must Include Asset Protection and Growth

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Investments start with a goal in mind – to build up a fund to pay for kids’ education or build a nest egg to secure retirement income are just two typical goals. For this reason, it’s natural for the investment approach of non-professionals to place a greater emphasis on asset growth. But, as assets grow, security becomes a bigger issue. Investment professionals understand how to create the balance between growth and protection – discover why and how they do it.

Do the Tools or the Relationship Make a Good Financial Advisor

When it comes to automating tasks and gathering data, technology takes the lead. But when it comes to interpreting the data and comparing it with clients’ unique financial goals, human interaction is key. A good financial advisor combines both technology tools and personal relationships to give clients positive investment experiences and positive returns.

Transferring Wealth to Beneficiaries Tax Efficiently

Transferring Wealth Family in orchard - Stableford-web

Transferring wealth to beneficiaries should be done with tax reduction in mind. Keep an estate intact by strategizing with gifting, insurance, buy/sell agreements, and trusts. Retain control of business assets and benefit from profits while arranging for a smooth transfer of responsibilities in estate planning.

How to Leverage Life Insurance in a High Net Worth Estate Plan

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High net worth individuals who leverage life insurance give themselves access to the cash value of the policies. You can borrow against life insurance accounts or use it to invest. You can also pass along the cash value of a permanent life insurance tax-free through gifting under $15k or irrevocable life insurance trusts.

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