Questmont Wealth Management Minute

Who Is Your Trusted Contact?

A vital investment account question to be answered sooner rather than later.

Investment firms have a new client service requirement.

They must now ask you if you want to provide the name and information of a trusted contact.1

You do not have to supply this information, but it is certainly welcomed. The request is being made, with your best interest in mind, to lower the risk that someone crooked might someday make investment decisions on your behalf.1


Why You Should Have an Online Social Security Account

The May Wealth Management Minute

Could your personal information soon be stolen?

The possibility cannot be dismissed. Sensitive financial and medical data pertaining to your life may not be as safe as you think, and thieves may turn to a vast resource to try and mine it – the Social Security Administration .


Out With The Old Tax Plan - In With the New!

The Tax Cuts and Jobs Act made dramatic changes to federal tax law.

It is worth reviewing some of these changes as 2019 approaches and households and businesses refine their income tax strategies. 


The Major Retirement Planning Mistakes

Why are they made again and again?

Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees.   


How the Tax Cuts will Impact YOU

On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. While many of the provisions in the new legislation are permanent, others (including most of the tax cuts that apply to individuals) will expire in eight years. This month we take a look at what will happen between now and 2025...


What is Your Wealth Management Strategy?

Growth, Value, or Both?

The terms growth and value are often used to describe two different investment strategies, yet many investors may want both qualities in an investment.


Being a Financial Caregiver to Parents

If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.

Mom and Dad, can we talk?


It's Tax Time!

Expert Strategies to get you through the Tax season like a Pro...

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. 

How do you report your investments and how are they taxed?

Do you know the difference between capital gains and ordinary income? 


Ready to Retire from Your Business? Not so fast...

How well have you defined your Exit Strategy?

When developing a succession plan for your business, there are many decisions to make depending upon your circumstances and objectives. Most owners want:

• A smooth, seamless ownership transfer
• Ensured business continuity
• Established retirement income
• Minimal gift and estate taxes

But how do you get there?


All You Ever Wanted to Know About Risk (But were Afraid...)

The Relationship between Risk and Reward

Few terms in wealth management are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined.

Every investment carries some degree of risk, including the possible loss of principal, and there can be no guarantee that any investment strategy will be successful. That's why it makes sense to understand the kinds of risk as well as the extent of risk that you choose to take, and to learn ways to manage it.


Isn’t Your Family’s Financial Strength Worth a Second Look?


Is there anything more important than your family's future? And knowing you’re on the right path to get them there?

But when was the last time you checked to see if the path you're on is the right one for you now?

Maybe it's time for a professional Second Opinion.

Click below to learn more about Questmont's FREE Second Opinion Service. Because knowing is strength.


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