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Social Security Strategies
Want to figure out how to milk every last drop? Social Security as Longevity Insurance By 2033, the Social Security Administrations (SSA) estimates a benefit shortfall of about 24%. While it seems unlikely the SSA will eliminate the benefit, it may be prudent to plan...
Client Question of The Month
Client Question of The Month: What Should We Do? Should we get out of the market? Should we invest more money? How can we take advantage of current tax rates? There is a fine line when it comes to doing something vs. nothing. The response “stay the course” lacks...
529 Plans: Top 10 Considerations
Before we get into the Top 10 Considerations (& Mistakes) for 529 Plans, let's start with the basics. Why are 529 Plans so popular? There is no income limit to contribute. Take advantage of an opportunity for an income tax exemption. There is no tax on the growth...
How Much Is Enough?
What do you NEED to enjoy life? When you achieve more, are you able to enjoy it? How much is "ENOUGH?" Is your definition static, or does it change? Maybe it depends upon the situation. We routinely get this question from prospects as they wrap their heads around...
Are You Charitably Inclined?
If you’re charitably inclined, let’s make sure you’re tax-efficient in the process. Until the SALT $10K cap is repealed, you may not be reaping the full benefit of your charitable gifts. On the other hand, it’s not advisable to gift to charity only for the tax...
What We’re Reading
Upside down trying to stay up-to-date with headlines? It's likely even harder to read all of the articles you've bookmarked! We're often asked who we follow or what we're reading. Here are our favorite reads from last month: Billionaire Investor David Booth on Value...
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