by Ashlee Desteiger | Jun 28, 2022 | Technical Topics
Let’s break down college funding considerations by addressing six key concepts. How much can you afford to spend on college? 99.9% of people should fill out the FAFSA. Why? Because it calculates your EFC, which stands for the “Expected Family Contribution.” Many...
by Ashlee Desteiger | May 28, 2022 | Technical Topics
Let’s Start with The Soft Stuff… In every bear market, diversification comes into question. In 2008 it was housing. This time around, it’s bonds. It’s not typical to see stocks and bonds go down simultaneously. Does that mean diversification is dead? Or are we here...
by Ashlee Desteiger | Apr 28, 2022 | Technical Topics
Emails, text messages, airline miles, cloud storage, social profiles How much wealth is represented by your digital assets? “I don’t have any papers – everything is online.” Have you heard this line before? Well, that’s great until it isn’t. Wealth is in jeopardy if...
by Ashlee Desteiger | Mar 1, 2022 | Technical Topics
What are tax rates going to be in 20 years? What will estate taxes look like in 30 years? How can you protect your family’s wealth for generations to come? While we can’t predict the future, we can introduce you to a strategy that exists today: Installment...
by Ashlee Desteiger | Jan 1, 2022 | Technical Topics
Direct Indexing – Your Top 6 Questions Answered What is it? Direct indexing is an investment strategy where an investor tracks the performance of a specific index with two goals in mind: Track the return of the index. Generate “tax alpha.” This is...
by Ashlee Desteiger | Oct 27, 2021 | Technical Topics
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...
