When selecting a personal representative, consider the role’s many responsibilities.
Selecting a personal representative for your estate, also known as an executor, is no easy task. While it’s an honor to be chosen as an executor, it’s also a demanding commitment consisting of more than two dozen responsibilities and liabilities. For instance, an executor can be held personally liable for improperly spending estate or trust assets or for allowing insurance coverage on the assets to lapse.
Learn how these well-known women stay focused in a chaotic world.
It’s easy to feel like highly successful professionals have more hours in a day than the average person. How else do they manage to accomplish so much? The truth is, maintaining a high level of productivity often stems from making deliberate choices. Here’s the inside scoop from six well-known women about how they stay focused and achieve success in a distracted and demanding world.
When hiring tax, legal and other professionals, a spirit of collaboration is key.
Take it from legendary coach Vince Lombardi: “People who work together will win, whether it be against complex football defenses, or the problems of modern society.” Similarly, a well-rounded team of professionals working in harmony can be a game changer for your finances.
As we gear up for the next American football season, we examine possible roles on your financial team and how they should work together on areas such as estate and tax planning.
Drafting a succession plan now can help your business stand the test of time.
As a business owner, you’ve invested so much into making your business successful – hard work, time, money, energy.
It’s truly hard to imagine your business without you. But chances are there will come a day when someone else will take the reins. And a seamless succession plan, one carefully and thoughtfully devised well in advance, is essential to making sure your business enjoys continued success for generations to come.
January 25, 2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Why do you buy a house? I don’t have any empirical evidence to back this statement, so know that I am assuming the majority of people buy a house for shelter. Sure, there are people who buy and flip properties for potential gain, but I’m presuming almost all purchases are intended to provide shelters for families.
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Last summer, the lower bound of the Fed Funds rate was at 2.25%. Six months after that, the Fed had lowered it down to 1.50%, and by March it had fallen to 0.00%. The slow and methodical three year climb of the Fed Funds Rate from 0.00% that started in December of 2015 was undone in a matter of months, just as we were getting used to relatively decent returns on money markets and other short-term investment options. Now here we are back at 0.00% on the Fed funds and money market yields south of 0.15%. Just because the world was a very different place just 6 months ago (in terms of both pandemics and interest rates), doesn’t mean that interest rates will return to their pre-pandemic levels any time soon. There is a good chance that 0.00% Fed Funds will be around much longer than the pandemic.
Financial literacy is a gift that lasts a lifetime.
Financial tradeoffs, interest rates and the importance of having an emergency fund: Our current economic circumstances are full of teachable moments we can and should share with our children. After all, they’re probably not learning these topics in school. Only 1 in 6 students will be required to take a personal finance course before earning a high school diploma, according to nonprofit Next Gen Personal Finance.
That’s why we’re equipping you with money tips and topics to discuss with the children in your life, plus independent study materials (ahem, videos and games) that will hold kids’ attention while teaching them money management. Keep reading to get to the head of the class.
Review how to better prepare your portfolio for a downturn – and how to potentially take advantage of one when it occurs.
Market volatility is an inevitable part of investing. And it’s understandable that tumultuous times will likely trigger emotional responses to match.
But it’s important to remember to take a deep breath, focus on your long-term financial plan, and consult with a trusted professional – one who has seen an unpredictable market or two and the subsequent recoveries.
J Singleton Financial, an independent wealth management firm offering securities through Raymond James Financial Services, Inc., is pleased to announce the appointment of Hadyn Peery, CFP® as partner, effective July 1, 2020.
January 10, 2020
Smart moves at the beginning of tax season can help get your financial house in order.
Contrary to popular belief, tax planning isn’t limited to the months between year-end and April 15. In fact, smart tax planning goes beyond deductions and credits and should be incorporated throughout the year. As Americans prepare to file their returns, let’s take a look at what we should be thinking about for tax season and beyond.
At Singleton Peery Financial, located in Jackson, Wyoming, our team provides our clients the information they may need to choose the most suitable investment products and services for their specific financial needs, including asset management, retirement plans, trust services, managed accounts, 401(k) plans, life insurance and more.
170 E Broadway Suite 100D
P.O. Box 508
Jackson, WY 83001
T: 307.732.6652
F: 307.732.6658
Monday-Friday 7am-4pm
Saturday-Sunday Closed