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Financial Planning Focus Newsletter

Financial Planning Focus – Second Quarter 2014

Articles in this issue:
Inherited IRAs—No Longer Protected from Creditors
Establishing a Family Mission Statement
Mid-Year Planning for 2014 Taxes
The Risks and Rewards of Managed Limited Partnerships
DC and MD Estate Tax Changes
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Investment Management Letter

Investment Management – Third Quarter 2014

The U.S. economy is providing a strong foundation for the stock market. Growth in U.S. GDP rebounded in the second quarter to 4.6% and employers created an average of 220,000 new jobs over the last three months. In addition, data

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