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Harbour Trust Newsletter: January 2019

Part 2

Key Retirement and Tax Numbers for 2019

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2019.

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Harbour Trust Newsletter: January 2019 

Part 1

Famous People Who Failed to Plan Properly

It's almost impossible to overstate the importance of taking the time to plan your estate. Nevertheless, it's surprising how many American adults haven't done so. You might think that those who are rich and famous would be way ahead of the curve when it comes to planning their estates properly, considering the resources and lawyers presumably available to them. Yet there are plenty of celebrities and people of note who died with inadequate (or nonexistent) estate plans.

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Mike Hackett, Vice President & Trust Officer has experienced the volatility of the financial markets since his career began in 1993.  Mike has earned numerous  professional designations and continues to maintain his education and expand his  knowledge for the betterment of his clients and co-workers.  Recently, Mike was  contacted by the Chicago Tribune to add his insight to the subject of “emotional  investing”.  Check out his advice by clicking here or read more. 

Building Relationships

As a small nonprofit, we are proud to work with Harbour Trust. They not only manage our investments wisely, but also exhibit great dedication to our region. The Harbour Trust team believes in working together as a community to improve our quality of life.

— Save The Dunes Conservation Fund - Northwest Indiana Not For Profit

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