Tax Changes (maybe) Coming Your Way.
Tax Changes (maybe) Coming Your Way
100 Books in 2020.
Thank you all for your encouragement and book recommendations as I’ve undertaken the largest reading goal of my life.
Yet Another Advantage of the Donor Advised Fund.
Our clients will get requests for charitable contributions towards the end of the tax year. This is where a donor advised fund can help.
Giving Appreciated Assets.
Do you remember that stock you bought in that brokerage account back in the 80s? Do you know how much capital gains tax you’re going to pay?
Donor Advised Funds.
Checks and direct deposits to your favorite charitable causes have long been primary giving methods. This still works.
The Fiduciary Standard: Then and Now.
The fiduciary standard requires we put the interests of our clients ahead of our own. That is what it means to follow the fiduciary standard
Renting vs. Owning.
Perhaps one of the best ways of understanding life insurance is by dividing it into the two major ways that you can obtain it.
Spain's Running of the Bulls: Rules for the Run.
Spain, with its rich cultural history and abundant geographic diversity, is famous for many things.
Other Ways to Use Roth.
Of all the uses of Roth IRAs, retirement income is just one.
Conversion From IRA.
Roth conversions can sometimes help those with lots of future earning potential to get money to the never-taxed-again side of life.
Better Late Than Never - Funding Your Roth IRA.
So every year, you get the opportunity to put in a certain amount of money into your IRAs and/or Roth IRAs.
Backdoor Roth.
“But can’t fund a Roth IRA, I make too much,” or so goes the common objection. And that is partially true.
Basics of a Roth IRA.
If you barely know what a Roth IRA is, this one’s for you. Basically, there are three times that the government wants to take your money....
Does Your Advisor Have a Succession Plan?
If you are a responsible business owner, you likely have some sort of succession plan in place.
The Longevity Economy and Your Financial Plan.
Not only are we able to work past FRA there end up being more years to plan for than the most liberal estimates originally allowed for.
"The Power of Zero" by David McKnight.
In his prescient book “The Power of Zero”, David McKnight says out loud what we all know: our government is addicted to debt and spending.
"If I were you...": The Advantage of a Team.
Often, astute clients will ask the question, “if you were me, would you do what you are recommending that I do?”
“Retirement” and Other Things No One Wants.
“Retirement” and other things no one wants to hear. Some people think they want to retire, until they realize what the word actually means.