Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!
The headlines have recently been full of news about inflation, high...
When the market is up, terms like bull market and economic expansion pass by without concern. But when the market turns down, terms like correction, bear market and recession add confusion to uncertainty and increase anxiety. But, what do these terms actually mean?
Taxes are a big part of life, most notably in that rush to file your...
Where will my paycheck come from when I’m retired? If you’re about to...
Is Bitcoin a good investment? What about other cryptocurrencies like Ethereum and Dogecoin? It depends...are you investing or speculating?
Would you like to win the lottery? Receive a large inheritance? Receive a multimillion dollar sports contract? For many, sudden wealth ends up closer to a nightmare than a dream. Avoid these common sudden wealth mistakes!
When thinking of investment risk, market risk is just one type of risk to address. What else should you consider? Here are three risks you should account for in your investment plan.
All investments involve risk but not all risks are equal. Are you investing or speculating? Both have a place but come with different risks and outcomes. What are the differences and how can you place each one properly in your plan?
The Biden administrations has proposed big tax law changes, with some of the most sweeping changes being made to taxes on assets passed on at death, often called estate taxes. Here’s a summary of the most notable proposals and strategies to consider if they are passed into law.
What separates successful investment strategies from those that fail? It’s usually not expert stock picking or timing the market – it’s leveraging what you control to your advantage. There are some things we don’t control: the market, tax laws, and inflation rates. But there are many things we do control: saving, spending, and sticking to your investment strategies. These 6 steps can help build an investment strategy based on what you can control.
Can we reduce our estate tax bill without losing access to our assets? When properly coordinated, strategies like these can help move assets out of your estate without putting them entirely out of reach!
When it comes to spending and passing on your assets, don't miss these strategic tips to maximize your impact on your life, loved ones, and causes you care about!
2020 presented many challenges, but also opportunities and lessons learned. As we turn the page and look to 2021, we’ll look at 2020 lessons learned and what to expect in 2021.
A Charitable Remainder Trust (CRT) is an irrevocable trust that generates income for you or your beneficiaries with the remainder going to your favorite charity. Is it right for you?
