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    • Apr 11
    • 2 min

    April Quarterly Newsletter - 2022

    Highlights of this Newsletter: LVM welcomes Nicholas Macksood as an Associate Advisor Jordan Rummel awarded the Chartered Retirement...
    42 views
    • Jan 10
    • 4 min

    January Quarterly Newsletter - 2022

    Highlights of this Newsletter: Tax Topics to Discuss With Your CPA How Safe is Your Password? Charitable Giving Can Be A Family Affair...
    42 views
    • Oct 6, 2021
    • 4 min

    October Quarterly Newsletter - 2021

    Highlights of this Newsletter: Government-Approved Inter-Family Loan Rates LVM's Sahana Madhanagopal passes CFA Level III exam! Congress...
    44 views
    • Jul 20, 2021
    • 6 min

    July Quarterly Newsletter - 2021

    Highlights of this Newsletter: Five-Minute Finance with LVM Capital Podcasts Considerations when Making Gifts to Children Life Insurance...
    70 views
    • Apr 6, 2021
    • 5 min

    April Quarterly Newsletter - 2021

    **************************************************************************************Congratulations to Nicholas Macksood on being...
    67 views
    • Jan 11, 2021
    • 5 min

    January Quarterly Newsletter - 2021

    Highlights of this Newsletter: Celebrating 20 years at LVM - Charles Prudhomme and Linda Crawford IRS Issues New RMD Tables for 2022! LVM...
    91 views
    • Sep 30, 2020
    • 5 min

    October Quarterly Newsletter

    Highlights of this Newsletter: Celebrating 30 years at LVM - David Cleveland and Len Harrison Surge in COVID-19 Scams Incapacity and...
    61 views
    • Jul 6, 2020
    • 5 min

    July Quarterly Newsletter

    More Retirees can roll over RMDS this year...But you only have until August 31 to do so. The Internal Revenue Service will permit more of...
    42 views
    • Apr 3, 2020
    • 3 min

    April Quarterly Newsletter

    The CARES Act and What it Means for You In response to the unfolding COVID-19 global pandemic, the Federal Reserve has taken some...
    27 views
    • Jan 1, 2020
    • 4 min

    January Quarterly Newsletter

    LVM Client Vault Portal Updated To take advantage of enhanced software capabilities and automate the secure delivery of reports to you,...
    95 views
    • Oct 11, 2019
    • 4 min

    October 2019 Quarterly Newsletter

    Year End RMDs and QCDs Individuals often save their entire working lives for one specific day, their retirement date. There are a host of...
    12 views
    • Jul 23, 2019
    • 5 min

    July 2019 Quarterly Newsletter

    21 views
    • Apr 1, 2019
    • 12 min

    April 2019 Quarterly Newsletter

    Advance Directives in the Real World Many people wait too long to create advance health directives and designate a health care surrogate,...
    6 views
    • Jan 1, 2019
    • 8 min

    January 2019 Quarterly Newsletter

    Happy New Year! As we turn the calendar to 2019, it reminds us to look back at 2018 with appreciation. 2018 was a special year for LVM as...
    5 views

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