Financial Planning Briefs

"Are you or a family member the operator or manager of a Limited Liability Corporation (“LLC”), or a general partner of a Limited Partnership (“LP”)? Have you ever created an LLC to hold real estate or other investment assets? If so, new, more stringent reporting requirements brought on by the Corporate Transparency Act warrant attention..."

"As we begin a new year, a few changes to 2023 retirement account contribution limits are noteworthy. An overview of these changes follows, although consultation with your Portfolio Manager or a tax professional is recommended before considering what options are right for you."

"Appleton has always believed that achieving a client’s unique investment objectives demands active collaboration and a willingness to customize portfolios."

"Data breaches that compromise individual and corporate data are an unfortunate reality of today’s interconnected digital world."

"Reading the stock market tea leaves is no longer primarily a challenge undertaken by investment professionals, as anticipating the market’s direction has become part of our popular culture."

"Multi-Factor Authentication is a security protocol method in which a computer user is granted access only after successfully presenting two or more types of validation credentials."

"Online consumer threats are an unfortunate reality of our networked society and it seems as if malicious activity is accelerating, not receding."

"The CARES Act (Coronavirus Aid, Relief and Economic Stimulus) signed into law on March 27, 2020 represents a 3rd round of direct Federal assistance in the face of severe economic dislocation."

"Retirement savings adequacy is one of America’s foremost challenges. Helping clients understand and maximize the options available to them is integral to our role as a wealth management advisor."

"Financial advisors and clients regularly discuss risk mitigation as it relates to financial threats.  Life, health and property insurance are core elements of financial planning, yet a relatively common life occurrence isn’t broached nearly enough: divorce."