Topics
Topic:
Estate Planning
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Net, Net, Net: Expenses, Taxes and Inflation Can Eat Your Nest Egg – What To Do?
The following is an excerpt from Hello Harold, a book by Harold Evensky – click here for a free hard copy! — As dangerous as it is to simply extrapolate past returns into future expectations, an even bigger mistake is planning a financial future based on nominal gross returns, forgetting about how large bite expenses, taxes,…
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What Planning Issues Should You Consider At The Start Of The Year?
No time like the present to have a conversation about the various factors that can influence your personal financial planning. For example, you can: Take a look at your progress toward your goals, big and small. Consider any new goals you’ve set for yourself. Evaluate your insurance coverages to make sure your risks are minimized.…
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Ways To Save and Invest More in 2022
During January and February, we like to help clients identify proactive ways to start the year off right and save more. Perhaps you… Received a bonus or a raise and need guidance on how to save or invest the additional cash; Have a tax refund coming to you; or Want to consider ways…
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Mo’ Money Mo’ Problems
These problems are of the first world variety so we can start off by being grateful for them. Now onto the “problem”. You are generous and want to give a trusted friend or family member some cash. Handing money over to a trusted friend or family member can (unfortunately) be more complicated than you want…
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Tax Efficient Ways to Gift
Although some of these strategies may be changed or repealed if the proposed tax law changes that impact estate and gift taxes are passed, there are several ways you can gift to ultimately lower the value of your estate or tax liability for the year. Make gifts outright to anybody The annual gift-tax exclusion is…
