Hello from Mint Hill, North Carolina,
The fall season has officially arrived, but it is tough to get too excited about fire pits and pumpkins when many of our clients, friends, and family members have been directly impacted by Hurricane Helene. We grieve alongside those who have experienced loss and are praying for you as the recovery and rebuilding process begins. We are also holding in our hearts those who may be affected by Hurricane Milton in the days ahead.
We have compiled another group of articles that we believe to be worth a read. This month’s list includes the effect of falling interest rates on the market, a cautionary tale of a fraudulent trust, bucket list trips to take with the kids, and more. As always, we hope you find these resources both informative and interesting.
We greatly appreciate the trust you put in all of us at Mint Hill Wealth. Please do not hesitate to reach out if you have any questions about your investment portfolio, the topics in these articles, or anything else.
Thank you,
Jake Stevenson, Partner
 | 6 New Retirement Rules And Tax Changes Everyone Should Know Sweeping new retirement rules and tax law changes touch everyone from high-earners, retirees, employees, employers, and individuals inheriting retirement accounts.
|
 | Here’s What Happens to Markets When Interest Rates Fall, in Charts History shows some of the prospects for stocks, bonds and other investments.
|
| An IRS Crackdown on Abusive Trusts Snags a Dentist—and More These six criminal counts are a cautionary tale for anyone tempted by far-fetched tax-reduction schemes. While most people aren’t in the market for tax shelters, the allegations in this case are a reminder of what can happen when taxpayers ignore professional advice and common sense on taxes.
|
| How Inflation Is Eating the Value of Your Credit-Card Points People hoarded credit-card points during the pandemic, but now find your points may buy less than they used to. Here’s why and how to make the most of them.
|
| 18 Bucket List Trips To Take With Your Kids Before They Turn 18 These bucket list trips in the U.S. are great for kids of all ages.
|
| Why Your Insurance Bill Probably Isn’t Coming Down Much Both presidential candidates have talked about the rising cost of insurance in the U.S. But the factors that make cars and homes more expensive to insure are hard to tackle—especially all at once.
|
| How to Make Your Best Vacation Memories Last, According to Science According to experts, science explains why some travel memories stick—and others float into oblivion. But you definitely have some control.
|
 | How Recessions Create Wealth-Building Opportunities for Savvy Investors The rich do get richer during economic downturns, not because of luck, but because of a strategic, calculated approach to asset acquisition. The real question is, are you ready to seize the opportunity when it arises?
|
Securities and advisory services offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Rd, Davenport, IA. 52807. 563‐326‐2064. Mint Hill Wealth Management LLC and Ausdal Financial Partners, Inc. are separately owned and operated. Ausdal Financial Partners, Inc is an investment adviser in Davenport, IA. Ausdal Financial Partners, Inc is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Ausdal Financial Partners, Inc only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Ausdal Financial Partners current written disclosure brochure filed with the SEC which discusses among other things, Ausdal Financial Partners business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Please note, the information provided in this document is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services. Nothing provided in this document constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Ausdal Financial Partners or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. Tax and estate planning should not be construed as legal or accounting advice. Please consult with your tax advisor and/ or attorney. All statements made herein speak only as of the date that they were made.
