5 Ways to Reduce Estate Taxes: a Video Walkthrough
Today is a deep dive into ways you can reduce estate taxes and pass...
5 Ways to Reduce Estate Taxes: a Video Walkthrough
Wealth Management
Turn Long-Term Care Expenses into Tax-Free Income
Turn Long-Term Care Expenses into Tax-Free Income
No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.
Market Declines: What We Can Learn from History
Market Declines: What We Can Learn from History
Despite the gloom brought by each downturn, history shows us that declines are part of the market cycle and they have always bounced back. Does this mean you’re stuck just riding it out without a plan? You certainly don’t have to be! Here are three ways to plan for market declines.
Should I Use an Irrevocable Trust to Save on Estate Taxes?
Should I Use an Irrevocable Trust to Save on Estate Taxes?
Have you ever wondered, “Should we have a trust?”, then quickly...
Can (and Should) My LLC Own a House?
Can (and Should) My LLC Own a House?
Should you own real estate in an LLC? What about other personal...
Using Donor Advised Funds (DAF) to Reduce Tax and Increase Giving
Using Donor Advised Funds (DAF) to Reduce Tax and Increase Giving
Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!
I’m retired…why has my portfolio been so volatile?
I’m retired…why has my portfolio been so volatile?
The headlines have recently been full of news about inflation, high...
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...
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...
6 Tips for Better Financial Conversations with Aging Parents
6 Tips for Better Financial Conversations with Aging Parents
If you worry about aging parents, you’re not alone. Worldwide, the...
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...
Understanding Retirement Income – Where Does Your Paycheck Come From?
Understanding Retirement Income – Where Does Your Paycheck Come From?
Where will my paycheck come from when I’m retired? If you’re about to...
How Much of Your Social Security Income is Taxable?
How Much of Your Social Security Income is Taxable?
Is my social security taxable? How much will I pay? Is there anything I can do? These are very common questions when thinking about your retirement income plan. Here's what you need to know.
Stock Market Corrections are Buying Opportunities
Stock Market Corrections are Buying Opportunities
When it comes to investing, you always want to plan ahead for how to handle market declines. Here are three reasons to stay the course when volatility strikes.
Federal Estate Tax Exemption 2022: Making the Most of History’s Largest Cap
Federal Estate Tax Exemption 2022: Making the Most of History’s Largest Cap
The federal estate tax exemption is higher than ever...for now. What is the exemption and how can you use it to reduce taxes and pass more wealth to the people and causes you care about before you lose the opportunity?