A tax increase for those who make over $1 million. But there are ways to reduce the impact.
The Difference Between Restricted and Controlled Stock
Securities can take various forms, and each has certain benefits, drawbacks, details, and applications. Knowing the difference…
Active vs. Passive Investing: The Pros and Cons
How close should an investor’s finger be to the pulse of their assets? As always in wealth management, the answer relies heavily on the individual’s circumstances and preferences alongside some tried and tested practices.
A Look at Income Replacement in Retirement
The things that should end with a career are stress and traffic—income must maintain a steady flow for a comfortable and secure retirement.
The Basics of Asset Allocation
Achieving optimal allocation is a key investor goal, but what constitutes “optimal” is a diverse variable not only between individuals but often for the same individual over time…
Ways to Minimize Taxation on Highly Appreciated Assets
Capital gains taxes can take a massive bite out of the returns on highly appreciated assets. Capital gains, of course, are the amount by which…
The Benefits and Challenges of Estate Equalization
Estate distributions are about more than money and assets—and wealthy individuals may find it difficult to form a long-term strategy that’s fair to everyone.
Dynasty Trusts and Multi-Generational Planning Can Help Future-Proof Wealth
It’s a sad reality that estrangement and divorce can sour relationships with loved ones and impact family wealth. Taxes can also significantly impact…
Financial Planning for a Longer Life
People are living longer, leaving many with more time than money. Learn why this can be a double-edged sword for the wealthy…
Retirement Planning by the Numbers
Retirement planning offers many options for peace of mind. Spotlighting the 401(k), 403(b), and 457(f) and how a plan manager can help. 401(k)s, 403(b)s, and 457(f)s are vital tools for retirement planners. Some plans are…