Wealth Reports
AEWM Wealth Report – 7 Things to Know About Social Security Before Starting Benefits
Download PDF Version Social Security is a significant source of income for many retirees. Your financial professional can help you explore your options and make sure you’re getting the most retirement income possible. Overview For many Americans, Social Security is a primary source of income in retirement. But understanding how benefits work and when you…
AEWM Wealth Report – 3 Tax-Planning Strategies to Deploy Year-Round
Download PDF Version Proactive tax planning isn’t limited to just “tax season” — it’s a year-round event. Your financial professional can help you deploy these three strategies to potentially optimize your income and lower how much you pay in taxes each year. Overview Credits and deductions. AGI. Capital gains. These words seem to be used…
AEWM Wealth Report – How Will the SECURE 2.0 Act Affect Your Retirement?
Download PDF Version How Will the SECURE 2.0 Act Affect Your Retirement? New legislation could bring big changes for people saving for and living in retirement Overview When Congress passed the SECURE Act in 2019, the new legislation included significant changes for retirees. Now, after months of debate and deliberation, Congress has approved SECURE 2.0.…
AEWM Wealth Report – Splitting Stocks
Download PDF Version Splitting Stocks Investors get more shares for their money with a stock split. Stock splits can be a good way for companies to lower share prices, making their stock more affordable for potential investors. Current shareholders can also benefit by getting more shares with the same total value. Overview Amazon. Shopify. Tesla.…
AEWM Wealth Report – Tax Changes for the New Year
Download PDF Version Tax Changes for the New Year Tax brackets, standard deductions and retirement contributions increased for inflation. New tax laws are set to take effect on Jan. 1. Tax brackets have expanded, while standard deductions and contribution limits to retirement accounts are higher. Gift tax limits and estate tax exclusion limits have also…
AE Wealth Report – Protecting Yourself from Cybercrime
Download PDF Version Protecting Yourself from Cybercrime The rise of digital payments has made more Americans vulnerable to online fraud. Take these proactive steps to help protect your money and identity from being stolen by scammers and cybercriminals. Overview Digital payments are on the rise — and hackers are looking for a cut. More than…
AEWM Wealth Report – Riding Out the Bear Market
Download PDF Version Riding Out the Bear Market Don’t let market downturns derail your long-term goals. Market downturns are an inevitable part of the investing cycle. Investors who see them as an opportunity for growth and stay the course are more likely to achieve their long-term goals. Overview “What goes up must come down.” Investors…
AEWM Wealth Report – Midterms and Markets
Download PDF Version Midterms and Markets What midterm elections could mean for your financial plan Elections tend to create a lot of questions and uncertainty. The uncertainty wreaks havoc on markets, which are concerned about potential changes or stalls in fiscal, tax, estate, international and environmental policies. Overview Americans are heading back to the polls.…
AEWM Wealth Report – Giving the Gift of Organization
Download PDF Version Giving the Gift of Organization Make it easy for loved ones to find important documents with this handy checklist. Do your loved ones know where your important documents are located or whom to call for help after you’re gone? Use this checklist to get organized. Overview From a birth certificate and driver’s…
AEWM Wealth Report – Stagflation Nation
Download PDF Version Stagflation Nation Ongoing elevated inflation plus slow economic growth could lead to prolonged “stagflation” in the U.S. Overview Stagflation. It’s a funny word, but there’s really nothing funny about it. The mashup of “stagnant and inflation” is used to denote a period of slow economic growth combined with elevated inflation — a…