A guide to planning and investment jargon
I'd like to throw some words at you that you may hear in conversation with a financial planner and/or investment manager.
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When to suck it up and pay capital gains
When should you suck it up and pay capital gains? Good question. Let's walk through the analysis of a few scenarios.
The SECURE Act: Don't Blow It Off!
While "Setting Every Community Up for Retirement Enhancement" may seem a bit grandiose for what the law actually does, don't a
Tax shelters for the middle class
I know, "tax shelters" is a bit of a loaded word, bringing to mind Swiss bank accounts and offshore holdings in the Cayman islands
Tax optimization: employee benefits edition
Of course, tax optimization can't fit into a single blog article. But what I can do is point you to several of the biggest knobs you'
"How do I pay less in taxes": asking the right question
This deceptively simple question comes up quite a lot when I'm talking to clients. There are actually several different questions they m
How (and why) to give your money away
It's my job to maximize not just your return on investment, but your return on life. And giving your money away is a core part of that.
On death, taxes, and the "death tax"
The estate tax isn't the only thing that can take a bite out of an inheritance!
Minimizing taxes on stock sales
You've got stock worth a hefty chunk of change...but if you sell, you'll have to pay taxes on the sale. So: what do you do?
The new tax law and investment management fees
Is there an effect of the recent removal of the investment management fee deduction on tax strategy? Short answer: no. Longer answer: read o
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