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108 W 9th Ave. Winfield, KS 67156. Our purpose is to help middle-class families create and preserve multi-generational capital. We are sincerely interested in our clients' success and happiness. We exist to help families flourish. Our financial planning and investment tools are state of the art. We serve more than 400 households. Are we a good fit for you? Our Philosophy in Brief. Where Will Your Retirement Money Come From? A Brief History of Estate Taxes. Safeguard Your Digital Estate. If you died, what...

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FAMILY WEALTH MANAGEMENT LLC

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FAMILY WEALTH MANAGEMENT LLC

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WIN●●●ELD , KS, 67156

US

1.62●●●●2853
DK●●●●●@FAMILY-WEALTH.NET

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FAMILY WEALTH MANAGEMENT LLC

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108 W●●●●●VENUE

WIN●●●ELD , KS, 67156

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Home | Family Wealth Management, LLC | family-wealth.net Reviews

https://family-wealth.net

108 W 9th Ave. Winfield, KS 67156. Our purpose is to help middle-class families create and preserve multi-generational capital. We are sincerely interested in our clients' success and happiness. We exist to help families flourish. Our financial planning and investment tools are state of the art. We serve more than 400 households. Are we a good fit for you? Our Philosophy in Brief. Where Will Your Retirement Money Come From? A Brief History of Estate Taxes. Safeguard Your Digital Estate. If you died, what...

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Resource Center

http://www.family-wealth.net/resource-center

106 W 9th Ave. Winfield, KS 67156. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. 106 W 9th Ave.

2

A Brief History of Estate Taxes | Family Wealth Management, LLC

http://www.family-wealth.net/resource-center/estate/a-brief-history-of-estate-taxes

106 W 9th Ave. Winfield, KS 67156. A Brief History of Estate Taxes. Regardless of your net worth, it’s critical to understand your choices when developing an estate strategy. Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. Estate Income. Between 2016 and 2025, the estate tax will generate about $246 billion. Center on Budget and Policy Priorities, 2015. In 1898, a federal legacy tax was proposed to raise revenue for the Spanish-American War...

3

Money | Family Wealth Management, LLC

http://www.family-wealth.net/resource-center/money

106 W 9th Ave. Winfield, KS 67156. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. The Power of Compound Interest. Learn how to harness the power of compound interest for your investments. Your Cash Flow Statement. What’s the...

4

Insurance | Family Wealth Management, LLC

http://www.family-wealth.net/resource-center/insurance

106 W 9th Ave. Winfield, KS 67156. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death. Protecting Those Who Matter Most. Extended Care: A Patchwork of Possibilities.

5

Team

http://www.family-wealth.net/team

106 W 9th Ave. Winfield, KS 67156. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address:. Investing principles and strategies. Retirement investing and distribution strategies. We also can answer your questions, including:. Can I retire early? Are my investments working hard enough? What’s the best approach for college savings? What are the elements of a sound estate strategy?

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LINKS TO THIS WEBSITE

helpingfamiliesflourish.wordpress.com helpingfamiliesflourish.wordpress.com

January 2013 – Helping Families Flourish

https://helpingfamiliesflourish.wordpress.com/2013/01

Commentary on Issues Affecting Family Well-Being and Happiness. Hercules vs. the Hydra. January 29, 2013. By Helping Families Flourish. Originally published in Flourishing. Business investment and in creating new. Then consider that from January 1, 2009 through December 31, 2011, the Code of Federal Regulations. Of existing businesses, the launching of new. Enterprises, or the creation of new. Jobs Higher business taxes mean fewer jobs. January 24, 2013. By Helping Families Flourish. And, not that long a...

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June 2014 – Helping Families Flourish

https://helpingfamiliesflourish.wordpress.com/2014/06

Commentary on Issues Affecting Family Well-Being and Happiness. US Tax Court Changes IRA Rollover Rules. June 23, 2014. By Helping Families Flourish. Flourishing Tax Principle #1. It doesn’t pay to be too clever in your dealings with the Internal Revenue Service. Just ask Alvan and Elisa Bobrow. Despite Alvan’s being a tax lawyer by profession, the U.S. Tax Court ruled that Alvan and Elisa violated the spirit of the 60-day rollover rules outlined in IRS Publication 590. According to IRA guru Ed Slott, Al...

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July 2013 – Helping Families Flourish

https://helpingfamiliesflourish.wordpress.com/2013/07

Commentary on Issues Affecting Family Well-Being and Happiness. The People of Enterprise. July 11, 2013. July 11, 2013. By Helping Families Flourish. Originally Published in Flourishing. One of Karl’s great, great-grandsons now lives on the farm, and he’s currently remodeling Karl’s second house. Power tools. Beam me up, Grandpa! Toward Economic Literacy and Fairness. July 11, 2013. October 29, 2013. By Helping Families Flourish. Originally Published in Flourishing. Many are the myths of economic journal...

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A Revolution Within a Revolution – Helping Families Flourish

https://helpingfamiliesflourish.wordpress.com/2014/07/10/a-revolution-within-a-revolution

Commentary on Issues Affecting Family Well-Being and Happiness. A Revolution Within a Revolution. July 10, 2014. July 10, 2014. By Helping Families Flourish. Elsewhere in this newsletter I’ve half-argued the case that we’re headed, not for a repeat of the inflation of the 1970’s, but for inflation on steroids. Here is my perspective on all the issues we face, including that one:. US Tax Court Changes IRA Rollover Rules. A Noteable September Birthday. Follow Helping Families Flourish on WordPress.com.

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September 2013 – Helping Families Flourish

https://helpingfamiliesflourish.wordpress.com/2013/09

Commentary on Issues Affecting Family Well-Being and Happiness. The Real Arab Spring. September 19, 2013. October 29, 2013. By Helping Families Flourish. Hernando de Soto is a Peruvian economist and author of The Mystery of Capital. He recently published an article on the real Arab Spring the one Geraldo reported on in the July 13 issue of The Spectator. 8230;They were all, like Bouazizi, extralegal entrepreneurs protesting for the right to get on. The right to own and better their lives; to accumula...

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Helping Families Flourish – Page 2 – Commentary on Issues Affecting Family Well-Being and Happiness

https://helpingfamiliesflourish.wordpress.com/page/2

Commentary on Issues Affecting Family Well-Being and Happiness. A Noteable September Birthday. October 7, 2014. October 7, 2014. By Helping Families Flourish. Samuel Adams was born on September 27, 1722 in Boston, Massachusetts. He graduated from Harvard College in 1740. I say, let the historians have their battles, if it makes them feel better. The truth is that the American Revolution might not have happened without Samuel Adams, though it required wiser men than he to make it successful; most part...

helpingfamiliesflourish.wordpress.com helpingfamiliesflourish.wordpress.com

March 2013 – Helping Families Flourish

https://helpingfamiliesflourish.wordpress.com/2013/03

Commentary on Issues Affecting Family Well-Being and Happiness. Washington’s Immigrant Secretary. March 14, 2013. By Helping Families Flourish. For Christmas 2011, our daughter Janelle gave me a copy of Laura Hillenbrand’s most recent book, Unbroken. Was my Christmas gift from our daughter Sara in 2012. How do those girls know so much about their father? By the time Hamilton took office in 1789, the Revolutionary War had been history for six years, the Constitution. Was two years old, and the young natio...

helpingfamiliesflourish.wordpress.com helpingfamiliesflourish.wordpress.com

December 2012 – Helping Families Flourish

https://helpingfamiliesflourish.wordpress.com/2012/12

Commentary on Issues Affecting Family Well-Being and Happiness. December 17, 2012. By Helping Families Flourish. Originally published in Flourishing. When I was growing up in the 1950’s, retirement as we think of it today was a rarity. According to a poll taken in 1950, most workers aspired to work for as long as they were physically able. Quitting was for the disabled and infirm, and so was Social Security. Neither normal life nor the government offered decades of uninterrupted leisure. Of our children ...

helpingfamiliesflourish.wordpress.com helpingfamiliesflourish.wordpress.com

A Noteable September Birthday – Helping Families Flourish

https://helpingfamiliesflourish.wordpress.com/2014/10/07/a-noteable-september-birthday

Commentary on Issues Affecting Family Well-Being and Happiness. A Noteable September Birthday. October 7, 2014. October 7, 2014. By Helping Families Flourish. Samuel Adams was born on September 27, 1722 in Boston, Massachusetts. He graduated from Harvard College in 1740. I say, let the historians have their battles, if it makes them feel better. The truth is that the American Revolution might not have happened without Samuel Adams, though it required wiser men than he to make it successful; most part...

helpingfamiliesflourish.wordpress.com helpingfamiliesflourish.wordpress.com

October 2014 – Helping Families Flourish

https://helpingfamiliesflourish.wordpress.com/2014/10

Commentary on Issues Affecting Family Well-Being and Happiness. Some New Thoughts on Old Money. October 7, 2014. October 7, 2014. By Helping Families Flourish. 2014 Edition U.S. Trust Insights on Wealth and Worth Report (TIWW). However, leaving such a legacy entails the further responsibility of providing an appropriate legal and philosophical framework to guide the future beneficiaries of our life’s work. In the Context of Family Inheritance? One of the most challenging aspects of planning an inheritanc...

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We work hard to keep all our clients informed about important financial topics. To this end, we publish a monthly e-Newsletter. Full of articles and links to help our clients make smart choices about their money. We hope you enjoy reading our e-Newsletter as much as we enjoy publishing it. If you find any articles or links in our e-newsletters that are especially helpful. Please Tell a Friend. We protect the privacy. Of all email addresses on our list. Link that appears at the bottom of every e-Newsletter.

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Home | Family Wealth Management, LLC

108 W 9th Ave. Winfield, KS 67156. Our purpose is to help middle-class families create and preserve multi-generational capital. We are sincerely interested in our clients' success and happiness. We exist to help families flourish. Our financial planning and investment tools are state of the art. We serve more than 400 households. Are we a good fit for you? Our Philosophy in Brief. Where Will Your Retirement Money Come From? A Brief History of Estate Taxes. Safeguard Your Digital Estate. If you died, what...

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