Financially Fit for the New Year

posted by: Busey Bank on Wednesday January 1, 2020

Did you resolve to get in shape this year? Getting—and staying—in shape requires planning, commitment and an acute focus on your long-term goals. Just as a personal trainer helps you hit fitness targets, Busey Wealth Management can help you achieve your financial goals in 2020.

Here are a few issues you may want to consider in the new year:

Tax Planning. Use this time to maximize tax deductions across the board and plan your tax strategy for 2020. If you are self-employed there are a number of legitimate business expenses that can be deducted or amortized to lower your taxable income, including equipment, advertising, travel and research.

Charitable Contributions. If you made a resolution to do good in the New Year, plan your charitable contributions now. Charitable giving can also benefit your overall financial plan by decreasing current and future income taxes, as well as reducing potential estate taxes and helping to provide retirement income. Whether you plan to gift during your lifetime or through your estate plan, it is important to understand your options.

College Planning. You have a range of opportunities to save for your children and grandchildren. Coverdell Education Savings Accounts and 529 plans can provide family members with a convenient vehicle for gifts, can potentially offer tax breaks, and most plans let you save over $250,000 per beneficiary.

Retirement Planning. For some, the new year is a time to evaluate when you will be able to retire and enjoy the life you have dreamed of throughout your career. Working with your advisor to align your spending, saving and investment strategies can help you reach your goal of a carefree retirement.

Wealth Transfer. Your resources allow you to open doors for yourself, those you love and the organizations you support. Effective estate planning can help preserve your assets, reduce taxes paid by your heirs and help unlock opportunities for future generations.

Start the conversation today with our Busey Wealth Management professionals to get—and stay—financially fit throughout 2020 and beyond.

Financially Fit for the New Year

posted by: Busey Bank | Wednesday January 1, 2020

Here are a few issues you may want to consider in the new year:

Start the conversation today with our Busey Wealth Management professionals to get—and stay—financially fit throughout 2020 and beyond.

Busey Bank

Locations

Alton, IL 62002
4415 Martin Luther King Drive***
Alton, IL 62002
618-467-6700

Belleville, IL 62220
5720 West Main***
Belleville, IL 62220
618-234-5690

Bethalto, IL 62010
102 E Bethalto Blvd***
Bethalto, IL 62010
618-377-6000

Collinsville, IL 62234
101 South Morrison***
Collinsville, IL 62234
618-344-6100

Edwardsville, IL 62025
330 Vandalia***
Edwardsville, IL 62025
618-656-0057

Edwardsville, IL 62025
2004 Troy Road***
Edwardsville, IL 62025
618-656-1917

Edwardsville, IL 62025
SIUE Morris University Center***
Edwardsville, IL 62025
618-655-0780

Fairmont City, IL 62201
2870 North 44th Street***
Suite 1
Fairmont City, IL 62201
618-857-5400

Glen Carbon, IL 62034
2142 State Route 157***
Glen Carbon, IL 62034
618-288-9950

Granite City, IL 62040
3502 Maryville Road***
Granite City, IL 62040
618-797-0997

Highland, IL 62249
100 Suppiger Lane***
Highland, IL 62249
618-654-5414

O'Fallon, IL 62208
1177 N. Green Mount Road***
O'Fallon, IL 62208
618-622-5440

Swansea, IL 62223
3685 Sullivan Drive***
Swansea, IL 62223
618-222-1019

Troy, IL 62294
507 Edwardsville Road***
Troy, IL 62294
618-667-6702

Wood River, IL 62095
1153 Harrison***
Wood River, IL 62095
618-258-0300

Ballwin, MO 63021
14446 Clayton Road***
Ballwin, MO 63021
636-391-3131

Chesterfield, MO 63005
17701 Edison Ave.***
Chesterfield, MO 63005
636-530-7508

Clayton, MO 63105
175 Carondelet Plaza***
Clayton, MO 63105
314-863-3777

Creve Coeur, MO 63132
12300 Olive Blvd***
Creve Coeur, MO 63132
314-878-2210

Hazelwood, MO 63031
8008 N. Lindbergh Blvd***
Hazelwood, MO 63031
314-831-8700

Richmond Heights, MO 63117
6510 Clayton Road***
Richmond Heights, MO 63117
314-317-4865

St Charles, MO 63301
1928 Zumbehl Road***
St Charles, MO 63301
636-946-1334

St Charles, MO 63301
1700 Ofallon Road***
St Charles, MO 63301
636-300-0069

St Louis, MO 63101
3760 S. Grand Blvd***
St Louis, MO 63101
314-477-1650

St Louis, MO 63101
4226 Bayless Ave***
St Louis, MO 63101
314-638-2000

St Louis, MO 63101
415 Debaliviere Street***
St Louis, MO 63101
314-367-8800

St Louis, MO 63101
10 Maryland Plaza***
St Louis, MO 63101
314-367-8333

St Louis, MO 63101
900 Olive Street***
St Louis, MO 63101
314-539-9600

established: 1868

Products & Services

This business displayed: 1,000 times.

maryville365.com

Financially Fit for the New Year

posted by: Busey Bank on Wednesday January 1, 2020

Financially Fit for the New Year

posted by: Busey Bank | Wednesday January 1, 2020

Busey Bank

established: 1868

Products & Services

Created by

Site Sponsors

Illinois Metro East City Pages

California City Pages

Florida City Pages

Kentucky City Pages

St. Louis, Missouri City Pages

Promote your business

Site Map

maryville365.com