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Founders
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Why Tax Planning Matters
While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan. Here are a few key questions we are frequently asked on this subject: WHAT IS TAX PLANNING? Tax planning refers to our review of your tax return to identify potential planning opportunities – both now and in…
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Capital Gains Tax Brackets: More Complicated Than You Think
For a long time, capital gains taxes were pretty straightforward. If you purchased property for investment and held it for more than a year, the government taxed any gain at a lower rate than they would ordinary income. In recent years, however, changes to the tax code have introduced three capital gains tax brackets (0%, 15%…
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I’m Traveling Alone and My Phone Got Stolen!
In this technological age where everything is electronic, what would happen if you traveled to a foreign country and your phone was lost, broken, or stolen? I recently traveled to Panama by myself and thought about this type of situation very seriously. My last two trips involved a family member or friend, so at least…
