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Email: vfs@viningfinancial.com

November/December 2019

Decide Who Gets What

If you think of estate planning as something that is necessary for only the very wealthy, it might surprise you to learn otherwise. From keeping an updated will to having healthcare and legal powers of attorney, estate planning is so much more. And with all the paperwork involved to ensure your loved ones inherit what you intend, it’s easy to overlook something that can create an estate planning nightmare.

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Understanding Fixed Income Yield

Investors who own shares of fixed income or bond mutual funds* do so for their relative safety compared to equities and for an expected rate of return, or yield. Because economic conditions affect yield, it can vary from one market cycle to the next. Here’s what you need to know if you are or will soon become an income investor.

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Ways to Help Minimize Business Taxes

As we near the end of the year, now is a good time to examine ways your business can reduce its tax bill.

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Prune and Harvest

With the New Year just around the corner, many people will look at their investment portfolios for capital losses to deduct from their 2019 tax bill. But even when you own securities and mutual fund shares* that have experienced rough sledding the past 12 months, selling may not be the right response, despite the tax advantages.

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Online Shopping Safety

Consider the following steps to make your online shopping more secure.

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Protect Your Business

Do you know that an individual disability income (DI) insurance policy can help protect your business in two ways? You can use it as a way to buy out a disabled partner or to help your company financially if you lose a key employee and, consequently, productivity due to disability.

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The Ins and Outs of Travel Insurance

If you book a trip for the holidays, you may want to protect your financial investment with travel insurance. All travel insurance, however, is not the same, so you should look for certain features that you may want as part of any travel protection you buy.

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New Tax Legislation and Charitable Giving

With the most recent federal tax changes including a much larger standard deduction, charity watchers wondered if the resulting smaller number of taxpayers itemizing deductions would hurt charitable giving. The jury is still out.

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How We Give

In 2018, Americans gave more than $400 billion to charities and favorite causes. The breakdown from Giving USA Foundation (of 2018 contributions) is as follows:

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Avoid These Money Mistakes!

Millennials, who have record amounts of student debt, are sometimes hesitant to make financial decisions. However, they shouldn’t let their hesitation lead to these money mistakes:

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