Financial planning

Weekly market update | 11.12.18

The stock market rebounded post-election, helped by superb earnings growth. Near-term concerns include somewhat softer global economic data and the market’s uncertainty about the pace of Fed rate hikes.

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What is a diversified portfolio?

Having tools in your portfolio that “zig” while others “zag” can help minimize the impact of market volatility.

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How to determine risk tolerance

Time horizon and emotional response are key factors in an individual’s risk tolerance.

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6 year-round tax tips
Financial Planning
Thoughtful planning year-round can help you reduce your tax liabilities.

Growth strategies for business owners
Financial Planning
Discover the best strategies to grow and expand your business, whether it’s through marketing, partnerships, outsourcing or acquisitions.

Combining finances after marriage
Financial Planning
If you’re remarrying and have children, it pays to assess your finances before you say “I do.”

Financial planning for families with a disabled child
Financial Planning
Caring for a disabled child often requires more from your finances. These five steps can help you plan for your family’s financial future.

Financial planning for a divorce: Dividing money after a split
Financial Planning
One of the many challenges of divorce is dividing assets with your former spouse. But, with proper planning, you can take charge of your financial future.

What is AMT? Alternative minimum tax information to know
Financial Planning
The AMT was created to make sure wealthy taxpayers pay their fair share of taxes. Here’s how it could affect you at tax time.

Financial planning tips for the sandwich generation
Financial Planning
Three tips on how to take care of your own finances while financially supporting others.

Strategies for navigating family financial conversation
Financial Planning
Talking with loved ones about money can be complex. Here are some strategies to navigate the topic with tact as you plan your family’s financial future.

How insurance planning can help protect your legacy
Financial Planning
An insurance policy can be as unique as you are. Finding a policy suited to your needs may help you reach your goals and safeguard your financial legacy.

3 retirement withdrawal strategies
Financial Planning
You have worked hard to save money for retirement, but do you have a plan in place for spending it?

Financial planning for singles
Financial Planning
As a one-person household, your financial equilibrium is in your hands. Set yourself up with these tips.

How to set financial goals in 5 steps
Financial Planning
Setting and working toward financial goals becomes easier when you reflect on your intentions.

Financial responsibility for kids: 3 low-risk exercises
Financial Planning
Give your children room to make mistakes on their path to becoming financially responsible.

What should you do with extra cash?
Financial Planning
Before you use it to treat yourself, consider the ways a cash surplus can help you improve your finances.

The real impact of the Tax Cuts and Jobs Act
Financial Planning
The TCJA signed in 2017 was the biggest tax overhaul since 1986. U.S. Bank outlines the impact of the Tax Cuts and Jobs Act to prepare for next year.

Taxes in retirement
Financial Planning
Don’t overlook the impact of taxes as you plot out your retirement income strategy.

How to pay for college
Financial Planning
With the significant cost associated with higher education, you need to take advantage of opportunities to save in advance.

Tax deductions on charitable donations
Charitable Giving
There are many ways to “share the wealth,” but careful planning can make a difference.

Private foundations vs. donor advised funds
Charitable Giving
How you direct your charitable giving is determined by what you’d like to achieve.

Strategic philanthropy: Add deeper meaning to your giving
CHARITABLE GIVING
The U.S. Bank Center for Family Philanthropy can help align your wealth planning with your values.

Business succession planning: Keeping it in the family
Business Owners
Planning ahead may potentially ease the transition of your family business without a major tax hit.

Succession planning tips for business owners
Business Owners
Garnering wealth from your business requires careful succession planning. Understand what questions to ask about your business and your options as you transition your business to a new owner.

Should I sell my business?
Business Owners
Inform your preferred transition approach one answer at a time.

Valuable financial advice for women

U.S. Bank is actively increasing its focus on providing financial advice to women interested investing. We are listening to female investors, providing personalized offerings and working to help women achieve their goals.

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Teaching kids about money

Three ways you can help your children feel empowered to manage their money.

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Women, wealth and retirement: The financial landscape

It’s important for women to have a clear understanding of the challenges ahead as they plan for retirement.

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