Tag: Lauren Moone

Leaving These 4 Items Out of Your Estate Plan Is a Recipe for Disaster

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

 

What Lauren Moone can say in an interview
on Estate Plans:

Many people believe that a will and spoken promises are sufficient preparations for their passing, but there are a few other items that you will wish you had if you knew about them:

      • 1) Power of Attorney: POA is a crucial part of any estate plan. With it, someone you trust will have complete control of your finances. Not comfortable with that? Consider a Limited Power of Attorney which you can restrict to, for example, your checking account.

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5 Money Saving Tips for Your Children’s 529 Plan

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

 

What Lauren Moone can say in an interview
About 529 Plans: 

You might think all 529 plans are the same.
This can be a costly mistake. 

529 Plans are tax-advantaged savings vehicles that allow families to put money away for K-12 and college. Money in the plan will grow tax-free until it is needed for education expenses such as tuition, room and board, computers, and textbooks. Here are five tips you can use to maximize the balance in your children’s account.

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5 Common Mistakes Investors Make Prior to an Election

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

 

What Lauren Moone can say in an interview
on Investments and Elections: 

History shows that investors are most active during election years. Yes, you want to make adjustments based on the current political environment, of course, but within reason. There’s no evidence suggesting dramatic changes in your portfolio prior to an election will guarantee a favorable outcome.

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3 Reasons Why Donor Advised Funds (DAFS) Can Benefit Philanthropists

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

 

What Lauren Moone can say in an interview:

Donor Advised Funds (DAFs) have become the preeminent vehicle for high net worth individuals interested in long-term distribution of their assets to charity. Here are the reasons DAFs are so popular with this demographic.

3 Reasons DAF could work for
High Net Worth Individuals

1–DAFs are the preferred philanthropic vehicle for today’s high net worth individuals and families because they can minimize taxes, accept a wide variety of assets, and reduce administrative friction.

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