Topics
Topic:
Tax Planning
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Taxes: It Pays to Treat Them Right
The following is an excerpt from Hello Harold, a book by Harold Evensky. — I know how most people feel about taxes: don’t tax me, don’t tax thee, tax the man behind the tree. Unfortunately, ultimately we gotta pay. Everyone’s interested in minimizing the pain and that’s why I’m sitting here trying to put together…
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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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Thoughts Before Funding a 529 College Savings Plan
Watching your college savings grow tax-free with a 529 college savings plan feels great, but failing to follow the rules could come with penalties and taxes that you’ll regret. To avoid that, take a moment to learn the basics. College costs have outpaced inflation. Looking back at the last decade, the 10-year historical rate of…
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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, and we are excited to offer it to you. WHAT IS TAX PLANNING? Tax planning refers to our review of your tax return to identify potential planning opportunities – both now and in the future. This is…
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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…
