Financial Planning

 

Should I sell my business?

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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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Financial Planning

 

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

The real impact of the Tax Cuts and Jobs Act
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.

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

Financial planning for singles
As a one-person household, your financial equilibrium is in your hands.

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

Goals-based financial planning
Wondering what goals-based financial planning is?

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

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

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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Charitable Giving

 

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

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

Business Owners

 

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

Succession planning tips for 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.