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Do I Need a Family Foundation?

Do I Need a Family Foundation?

Should I set up a Family Foundation? Is this the right structure to help future generations of my family make a positive impact on the world? If you’ve worked hard, been successful, and built significant wealth, you likely want to pass on opportunity and values to...

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How Much Will Healthcare Cost in Retirement?

How Much Will Healthcare Cost in Retirement?

You’ve dreamed big, planned carefully, invested well, and you’re ready to enjoy life in retirement! Then the looming questions come, putting a damper on your enthusiasm: what about healthcare? How much will insurance cost? What about unexpected hospital stays? What if...

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What’s in the Inflation Reduction Act of 2022?

What’s in the Inflation Reduction Act of 2022?

President Biden signed the Inflation Reduction Act of 2022 into law on August 16 and includes notable changes to corporate taxes, Medicare prescription drug prices, and tax credits for clean energy and electric vehicles. Forbes notes that, because many of the...

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The Best Day of the Year to Invest

The Best Day of the Year to Invest

If you have a lump sum of money sitting in the bank, you might find yourself caught between two fears: What if I invest now and the market goes down? What if I wait too long and I miss out on all that growth I could have had? This is a common situation to find...

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Are Inflation & Interest Rates Peaking?

Are Inflation & Interest Rates Peaking?

In June, the Consumer Price Index report showed that inflation rose 9.1% in the last year, a level not seen in more than 40 years. Inflation has been the dominant economic theme of 2022, holding its high level for longer than many economists expected. In response, the...

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Is the U.S. Headed for Recession?

Is the U.S. Headed for Recession?

The first two quarters of 2022 marked the worst start for the stock market since 1970. Stocks entered bear market territory, defined as a decline of 20% or more. The headwinds of inflation, interest rates, and war in Ukraine have injected a big dose of what the market...

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How Does Charitable Giving Help Reduce Taxes?

How Does Charitable Giving Help Reduce Taxes?

If you’ve worked hard and planned well, you’re likely to accumulate more wealth than you’ll need in your lifetime. You might also feel like that annual income tax bill is growing ever larger, before even considering the future impact of estate taxes. Giving to charity...

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A Guide to Tax Efficient Investing

A Guide to Tax Efficient Investing

Taxes are a big part of life, most notably in that rush to file your tax return before the annual deadline. But taxes play a major role in your investment strategy, as well. In fact, keeping a close eye on taxes is one of our 6 Keys to Successful Investing. Earning a...

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6 Strategies to Make a Down Market Work for You

6 Strategies to Make a Down Market Work for You

No one enjoys seeing portfolios drop due to a downturn in the stock market. It brings anxiety and concern that you may not recover. And to make matters worse, it’s never clear when a market correction will happen and how long it will last. But we know market declines...

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