The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. November kicks off "giving" month at MONECO, as we welcome in all that we should give thanks for. All month long we will be providing you content on how to give back in many ways, to your friends, your community and to your family. And let’s do our best to continue this trend, not just this month, but throughout the entire year!
In this issue:
• Behavioral Finance Revisited (2 min video)
• Relocating For Tax Savings Purposes? (3 min read)
• History Of Thanksgiving (3 min read)
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Behavioral Finance Revisited
Although a bit whimsical, this short video during times like these, only reiterates the importance of the right way to make informed financial decisions. In addition, it also highlights the importance of long term financial planning. Have a listen and if we can help in any way, do not hesitate to give us a call.
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Relocating For Tax Savings Purposes?
It is a question that is asked by many clients during our financial planning process, "Should I move to a lower tax state in retirement?" Although many just look simply at the state's income tax rates when making their decisions, there are many other factors to consider. As always, if you have any questions, do not hesitate to reach out.
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History Of Thanksgiving
As we continue with the theme of “giving" month for November, we will be sharing content on how to give back in many ways, to your friends, your community and to your family. This week on the eve of Thanksgiving, we look at the history and true meaning of the holiday. Your entire team at MONECO would like to wish you and your families a very Happy Thanksgiving!
The opinions voiced in this material are for general information only and are not intended to provide specific financial or tax advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.