When you think of taxes, what comes to mind? It’s probably a once-per-year scramble to get all of your paperwork to submit to the IRS. But taxes are so much more than a one-time thing. Tax planning can change the balance and strategy of your
Are you worried about your parents as they age? Maybe you suspect they are becoming less capable of handling their finances independently? You’ve possibly even thought about saying something to them but are worried about how they will respond. If so, you aren’t alone. It’s
Are you getting ready to take a summer vacation? If you plan to travel, did you know you may not have the same health coverage while away? People enrolled in Medicare might want to take another look at their policy to ensure they’re still covered
You’ve heard that it’s important to create a well-diversified portfolio and know that it is a critical step in your financial plan, but what does a diversified portfolio actually look like? To create one, you need to know what that means and practical steps for
In response to higher inflation and expected rate hikes by the Fed (to offset the increased levels of inflation), markets have been moving down recently. In the U.S., we are now officially in a market correction as measured by the S&P 500. The standard measure
A trust is a legal arrangement that allows you to effectively manage your assets and ensure that those assets are transferred to your intended beneficiaries when you pass. They can provide an efficient means of settling your estate, managing your assets, and reducing taxes. What
For employees, the prospect of getting a stock option offer as part of their compensation package can be a milestone moment. They look forward to achieving this level in their careers for obvious financial reasons, but it also brings a sense of accomplishment and prestige.
Social Security is a supplemental income program funded through a dedicated payroll tax. It’s intended to support citizens through disability, retirement, and survivor benefits. For most people, the first time they have to think about taking Social Security benefits is when they apply for them
The economies of the world have come roaring back as the world slowly emerges from the pandemic lockdowns. With increasing vaccinations, massive fiscal stimulus, and extremely low interest rates, consumers around the world are opening their wallets. Short-term growth in the global economies is tied
You have worked throughout your career to create a life that supports you and your family. For many investors nearing retirement, their next goal is to continue to leverage their hard work by creating generational wealth. When you have accumulated a comfortable nest egg and