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Wealth Due to Inheritance

Submitted by Flynn Zito Capital Management on January 31st, 2023

What is it?

Introduction

If you're the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected the inheritance, you may be surprised by the size of the bequest or the diverse assets you've inherited.

Tags:
  • 2023
  • inheritance
  • Wealth
  • Read more

The Facts of LIFE (Living Independently For Elders): Financial Planning and Senior Independence

Submitted by Flynn Zito Capital Management on January 31st, 2023

Navigating elder care and elder care finances in the U.S. can be a challenge even for the most well-prepared households. So what, exactly, is involved in senior financial planning? What steps can you take now to help you be prepared for the future?

Tags:
  • 2023
  • eldercare
  • financial planning
  • Goals
  • Retirement
  • Read more

Independent and Thriving: What to Consider In Your Later Years

Submitted by Flynn Zito Capital Management on January 31st, 2023

While you never know your needs as you age, the first step is thinking about your financial situation and health today so you can plan for your later years. With a one in four chance of making it to our 90th birthday, being independent and thriving as we age is something to pursue. Here are some things you may want to consider as you plan for your later years:

Tags:
  • 2023
  • Goals
  • Retirement
  • Read more

Q4 Earnings Preview: Pessimism May Be Overdone

Submitted by Flynn Zito Capital Management on January 18th, 2023

Fourth quarter earnings season is underway and probably won’t bring much good news. Lackluster global growth, ongoing profit margin pressures from inflation, and negative currency impacts are likely to translate into a year-over-year decline in S&P 500 Index earnings for the quarter. As always, guidance matters more as market participants look forward.

Tags:
  • 2023
  • Earnings
  • Earnings Season
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Lessons Learned in 2022

Submitted by Flynn Zito Capital Management on January 11th, 2023

We believe accountability and modesty are among the keys to success in this business. In striving for those qualities, LPL Research has a tradition of starting off a new year with a lessons learned commentary. We got some things wrong last year, no doubt. But those who don’t learn from their mistakes are doomed to repeat them. Here are some of our lessons learned from 2022.

Tags:
  • 2022
  • 2023
  • Market Commentary
  • Read more

2023 Market Outlook

Submitted by Flynn Zito Capital Management on January 3rd, 2023

2022 was a dizzying year as markets and the global economy continued to find itself out of balance due to the still present aftereffects of the COVID-19 pandemic and the policy response to it.

Tags:
  • 2023
  • Economic Review
  • Market Commentary
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Understanding Capital Gains Tax as an Investor

Submitted by Flynn Zito Capital Management on January 3rd, 2023

As an investor, you may be impacted by capital gains if you sell your investment – whether at a gain or loss. Understanding capital gains may help with your overall investment strategy and the potential to preserve your wealth.

Tags:
  • 2023
  • Capital Gains
  • Investing
  • Read more

Don't Miss Out on These 5 Commonly Overlooked Tax Deductions

Submitted by Flynn Zito Capital Management on January 3rd, 2023

When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you are a sole proprietor with employees or a self-employed freelancer working in the gig economy. The Internal Revenue Service (IRS) allows you to claim tax deductions for expenses that are necessary and ordinary for your business.

Tags:
  • 2023
  • Tax Planning
  • Tax Preparation
  • Read more

Debt Snowball vs. Debt Avalanche: The Cold Hard Facts

Submitted by Flynn Zito Capital Management on January 3rd, 2023

What would you do if you didn't have a single monthly payment each month on debt? No car, credit card bills, student loans, or even a house payment! Living a debt-free life with no monthly payments is possible for everyone, regardless of income.

Tags:
  • 2023
  • debt
  • Read more

Are You Fiscally Fit? 5 Ways to Check the Health of Your Wealth

Submitted by Flynn Zito Capital Management on January 3rd, 2023

Just as it is important to be physically and mentally fit, it is also important to be fiscally fit. Fiscal fitness is not only about how much money you earn or the balance in your savings or retirement accounts. Instead, it is about the relationship you have with your finances.

Tags:
  • 2023
  • Financial Health
  • Health
  • Read more
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Investment advice offered through Flynn Zito Capital Management, LLC, a Registered Investment Advisor. Securities offered through LPL Financial, member FINRA/SIPC, and separate entity from Flynn Zito Capital Management. 

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