Blog
South Bay Magazine Recognizes Salient Wealth Planning Group
Check out the latest South Bay Magazine that we participated in. Click here to view article At Salient Wealth Planning Group, many of our high net worth clients are either successful business owners or executives. We’ve formed...
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Weekly Market Insights: Stocks Reach New Highs
Stocks powered to another week of gains as the S&P 500 and Nasdaq Composite set multiple new record highs along the way.The Dow Jones Industrial Average was essentially unchanged while the Standard & Poor’s 500 rose by 0...
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CARES Act Modification Allows More Retirement Savings Access
Americans who have been adversely affected by the COVID-19 pandemic may now be able to access retirement accounts to help cover daily expenses, penalty-free.Now, in addition to those who have lost their jobs during the COVID-19...
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2020 RMD Income Tax Relief is possible
Are you one of the many retirement account holders who took a mandatory distribution this year? If so, you may be able to manage the taxes associated with Required Minimum Distributions (RMDs) from traditional IRAs and 401(k)s. There...
Read More10 Pitfalls to Avoid with Succession of a Family Run Business
A staggering 90 percent of American businesses are family owned or controlled. These range in size from two-person partnerships to Fortune 500 firms and together they generate about half of the nation's Gross National Product1 ....
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