2020 Year-End Tax Planning
Traditional tax planning has always focused on deferring income as long as possible. This may be the year to end such deferrals and take advantage of the low 2020 tax rates to recognize income.
Video: 7 Questions to Ask Before Hiring a Financial Advisor
The financial services industry makes it complicated for consumers to choose the right advisor and model. So how do you source and vet out the right advisor for you? Before placing your financial future in the hands of someone else, make sure you do your due diligence on them and their model well in advance.
Some "Four-by-Four" Tax Planning for 2020
If we combine some of this year’s extra tax breaks with the long-term possibility of higher taxes ahead, 2020 may be more than just a year of upsets. It could also be a year for seizing unique opportunities to lower your overall tax liability.
Is Your Financial Advisor a Team Player, Too?
What does a team approach add to the mix? Even the smartest, most experienced advisor is human, like anyone else. To avoid succumbing to myopic decision-making, it’s a wise person who routinely stress-tests his or her thought processes, seeking the input of others to objectively validate or refute good or bad ideas.
8 Best/Worst Wealth Strategies During Coronavirus
For better or worse, many of us have had more time than usual to engage in new or different pursuits in 2020. Even if you’re as busy as ever, you may well be revisiting routines you have long taken for granted to get you to or keep your wealth as high-achieving as you are.
Be Prepared With These 5 Types of Insurance
Because we do not know what tomorrow holds, we want you to be prepared for whatever life throws at you. In order to protect your loved ones and your assets you've worked so hard to accumulate, we strongly encourage you to review all of your insurance policies to ensure you have adequate coverage in place.