3 Tips to Maximize Your HSA
Health Savings Accounts, or HSAs, can be a great way to pay for healthcare expenses and save taxes. And, with these 3 tips, you can significantly increase your HSA's impact.
3 Tips to Maximize Your HSA
Financial Planning
Hybrid Long Term Care Insurance – An Upgrade on Traditional Benefits
Hybrid Long Term Care Insurance – An Upgrade on Traditional Benefits
In recent years, the Long Term Care (LTC) insurance market has evolved, and hybrid plans have emerged that combine life insurance with long term care benefits. In many ways, hybrid plans are an upgrade on traditional benefits. This case study helps compare and contrast these options.
Is Long Term Care Insurance Right for You?
Is Long Term Care Insurance Right for You?
When and how should you consider long term care insurance? Answer these 4 questions and you be on your way to making an informed decision.
Financial Planning for a Child with Special Needs
Financial Planning for a Child with Special Needs
Planning for a child with special needs carries a range of complexities. There is no single best strategy – your situation needs a customized approach, but these strategies should help make an informed decision for your child and family.
Out of Your Estate, Not Out of Reach
Out of Your Estate, Not Out of Reach
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!
Which Assets Do I Spend and Which Do I Pass On?
Which Assets Do I Spend and Which Do I Pass On?
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!
Case Studies – Which Assets to Spend & Which to Pass On
Case Studies – Which Assets to Spend & Which to Pass On
Part two in our What to Spend & What to Pass On series - three case studies to demonstrate how to apply these principles with a variety of primary objectives.
Q1 2021 Webinar – 2020 Lessons Learned, the Biden Tax Plan & What to Expect in 2021
Q1 2021 Webinar – 2020 Lessons Learned, the Biden Tax Plan & What to Expect in 2021
A replay of our January 27, 2021 webinar discussing 2020 lessons learned, the Biden tax plan, and what we expect in 2021.
The Biden Tax Plan, 2020 Lessons Learned & What to Expect in 2021
The Biden Tax Plan, 2020 Lessons Learned & What to Expect in 2021
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.
When to Expect Your 2020 Tax Forms
When to Expect Your 2020 Tax Forms
As you prepare your taxes, here are answers to frequently asked...
Charitable Remainder Trusts (CRT)
Charitable Remainder Trusts (CRT)
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?
Can you gift too much?
Can you gift too much?
A discussion of giving too much away might initially seem strange. But, if you’re not careful, you might inadvertently end up with a tax bill on funds you give away. This is called the gift tax and the IRS expects you to know it. After all, they’ve generously listed it on their website for you to read! So, how does it work?
Should I Pay Off My Mortgage Early?
Should I Pay Off My Mortgage Early?
I’m thinking of paying my mortgage off early. Being debt free would feel great, but is this a good strategy? Should I be investing those extra dollars instead?
6 Things that Affect the Value of Your Business – Guest Blog
6 Things that Affect the Value of Your Business – Guest Blog
If you are like most business owners, the bulk of your wealth is the value of your business, and at some point you want retire and harvest the value you have built. The majority of small to medium sized business owners only sell once, so the odds say this will be your first time selling a business. So what should you pay attention to? Here are six things with the biggest impact on the value and salability of your business.
Taxes & Highly Appreciated Assets – An Introduction
Taxes & Highly Appreciated Assets – An Introduction
You might be an early employee at Microsoft, a successful real estate investor, or the owner of a small business that has taken off. In each case, you own something worth a lot more than when you first acquired it. Now you’re staring down a large capital gain tax bill if you sell. Are you just stuck or is there anything you can do? We have a few ideas!