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Five Reasons for a Trust
Five Reasons for a Trust

Five Reasons for a Trust

December 16, 2020 / The Merrill Anderson Company

You might think that the doubling of the amount exempt from federal estate and gift tax ($11.7 million per person in 2021) would reduce the need for estate planning, given that so few families will now need to worry about this tax…

Planned giving in 2020
Planned giving in 2020

Planned giving in 2020

December 07, 2020 / The Merrill Anderson Company

The idea of “planning” a gift to charity may not spring as readily to mind as investment or retirement planning. Yet there are many ways to give, and many kinds of gifts to consider, especially when philanthropy is one of your core values…

Stock Splits 101
Stock Splits 101

Stock Splits 101

November 18, 2020 / Warren Hurt

With recent stock splits by two of the world’s largest companies, Apple and Tesla, it is important to understand what a stock split really means…

Read this before cashing out your retirement account due to COVID-19
Read this before cashing out your retirement account due to COVID-19

Read this before cashing out your retirement account due to COVID-19

August 11, 2020 / F&M Trust

The Coronavirus Aid, Relief and Economic Security (CARES) Act offers a provision to soften the economic impact from COVID-19. It authorizes the withdrawal of up to $100,000 from IRAs, or 401(k) retirement accounts, without penalty…

The U.S. is in turmoil, yet stocks are climbing
The U.S. is in turmoil, yet stocks are climbing

The U.S. is in turmoil, yet stocks are climbing

June 05, 2020 / Warren Hurt

Despite a global pandemic, Great Depression-era levels of unemployment, mass demonstrations and an economy in turmoil, the stock market is booming. Here are four reasons why…

Emergency Response in today's financial markets
Emergency Response in today's financial markets

Emergency Response in today's financial markets

June 02, 2020 / The Merrill Anderson Company

We are in an unprecedented situation, with economic distress that we are struggling to under-stand. It really is different this time for the financial markets.…

Savings Accounts: Which is right for you?
Savings Accounts: Which is right for you?

Savings Accounts: Which is right for you?

May 11, 2020 / Sarah Stansfield

Trying to set aside money? It’s important to understand your options when choosing which account to use. Savings accounts, money market accounts and certificates of deposits…

Three ways the SECURE Act may impact your retirement plans
Three ways the SECURE Act may impact your retirement plans

Three ways the SECURE Act may impact your retirement plans

March 27, 2020 / F&M Trust

A far-reaching new piece of federal legislation was signed into law on December 20, 2019, and it’s likely to affect most retirement savers.…

Coronavirus Market and Economic Impact
Coronavirus Market and Economic Impact

Coronavirus Market and Economic Impact

March 03, 2020 / Warren Hurt

Markets across the globe and in the United States continue to react with volatility as fears of the novel coronavirus escalate. But while the virus may cause short-term uncertainty, investors should remain focused…

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