Saturday, October 31, 2015

The Weekend Update

Hanson McClain's Money Matters Weekend Update
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What are the probate taxes on inherited assets?
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How often should you talk with your financial advisor?

People sometimes ask me how often they should meet with their financial advisor. It varies some from person to person, but I recently read an article that suggested that you sit down with your advisor every quarter.

Every quarter? That was certainly news to me. Here's an inside look.

A Taxing Story: Capital Gains and Losses

Capital gains result when an individual sells an investment for an amount greater than his or her purchase price. Capital gains are categorized as short-term (a gain realized on an asset held one year or less) or as long-term (a gain realized on an asset held longer than one year). Read More

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Scott Hanson CFP®, CFS®, ChFC
Co-Founder, Co-CEO
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Hanson McClain offers advisory services in all 50 states. Hanson McClain Advisors is an investment advisor registered with the Securities and Exchange Commission.

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