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Third Quarter 2020 Newsletter

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Third Quarter 2020 Newsletter
Once upon a time, the news was published twice a day. In the event of breaking news, publishers might publish an “extra” edition (which is where we get the iconic image of newspaper boys standing on street corners shouting: “Extra! Extra! Read all about it!”) but for the most part you could count on one round of headlines in the morning and another at the end of the day.
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DHGWA Podcast Episode 13: Morgan Housel & The Psychology of Money Part II
In this latest episode, DHGWA is joined (for part II) by the author of The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness, Morgan Housel. Together we dive into how to save like a pessimist and invest like an optimist, why being wealthy and feeling wealthy aren't the same thing, and Morgan's thoughts on the COVID-19 pandemic.
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DHGWA Podcast Episode 12: Morgan Housel & The Psychology of Money Part I
In our latest episode, DHGWA is joined by the author of The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness, Morgan Housel. Together we discuss Morgan's background as a columnist for The Motley Fool and Wall Street Journal as well as the central theme of his book: "Investing is not the study of finance. It's the study of how we behave with money."
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In Person, Online or Hybrid: The Benefits of 529 Plans to Pay for College
We’ve all seen the headlines: “Cancellations, Opt-Outs, and Virus Cases Put Heat on College Football” (The New York Times) “5 Ways COVID-19 Will Change Higher Education Forever – and How Colleges Can Adapt” (USA Today) “On Campus But Under Lockdown — a Day in the Life of a College Student During Covid-19” (CNBC)
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Many business owners focus a majority of their time on the day-to-day operations of running and growing their company, concentrating more on the "now" than "what comes next". Sarah Charles with DHG Wealth Advisors joins us today to discuss what most business owners may have not considered or appropriately planned for - retirement, new investment opportunities and other long-term financial planning goals as it relates to succession.
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Medicare 101: Understanding the Basics
Are you nearing 65 and confused about signing up for Medicare? Are you overwhelmed by the brochures in your mailbox and the choices you have to make? Signing up for Medicare is a major milestone– which is why it’s important that you understand the landscape so you can make informed and educated decisions that are right for you.  
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An ℞ for Presidential Election Year Fear
On November 3rd, 2020 Americans will elect our next President. But even though the election is several months away, there is already a lot of speculation about what the stock market will do if either candidate gets elected. Unfortunately, much of that speculation is wrapped in fear with investors worrying that if the other guy (i.e. the candidate they don’t support) wins then the stock market will collapse or the economy will stagnate or taxes will go sky high or some other terrible calamity will occur that will wipe out wealth and destroy capitalism.
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What You Need to Know About Required Minimum Distributions in 2020
Saving money for retirement in a tax-deferred account has many benefits – but you can only defer taxes so long before they must be paid, which is why U.S. tax law requires a Required Minimum Distribution (RMD). An RMD is the amount of money that must be withdrawn annually from a tax deferred account (including traditional IRAs, SEP IRAs, and Simple IRAs) once the owner reaches a certain age. RMDs are taxed as ordinary income.
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Tax Planning Opportunities for Charitably Inclined IRA Owners
Over the past few years, tax law changes have created planning challenges and opportunities for owners of IRAs looking to maximize the after-tax value of their legacy.  We covered one key strategy, Roth conversions, in our DHG Insights feature Examining Roth Conversions in the Current Legislative Landscape.  For charitably inclined IRA owners over 70 ½, Qualified Charitable Distributions (QCDs) often provide the most tax efficient way of funding charitable goals.
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The friendship between Martha Stewart and Snoop Dogg seems unlikely. She’s the polished lifestyle expert who gives new meaning to the concept of domestic perfection, and he’s a pot-smoking rapper.  And yet, not only is their friendship very real, it led to two seasons of the Emmy-nominated show Martha and Snoop’s Potluck Dinner Party. Who could have predicted the success of these unlikely besties hosting a weekly potluck? Not many because frankly, it doesn’t make sense. 
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