Are you interested in a lasting impact on causes you care about while also unlocking potential tax benefits? Charitable trusts might be the solution. These powerful financial vehicles offer a unique means to align your philanthropic and financial goals. What Is a Charitable Trust? A charitable trust is a legal arrangement where assets are held…
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5 Tax Strategies That Could Help You Keep More of Your Wealth
As you grow and manage your assets, you might start looking for ways to maximize returns while minimizing the taxes you owe. Tax-efficient investment strategies may help you keep more of your money and stay on track for the future you’ve envisioned. 1. Choose Appropriate Investment Vehicles One of the foundational principles of a tax-efficient…
Simple Strategies for Tax-Intelligent Cash Flow
When it comes to managing your finances, even small decisions can make a big difference. By understanding your cash flow and approaching it with a strategic, tax-intelligent mindset, you can make your money work harder for you and move closer to your long-term goals. What Is Cash Flow and How Do You Calculate It? Cash…
Retirement Strategy After a Job Loss
Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You’re not alone if you’ve been laid off—or if the idea is an all-consuming concern. According to a November 2024 MarketWatch survey, 70% of…
Setting Your Family’s Financial Values
Without knowing it, you may be part of the so-called “sandwich generation.” These are people who find themselves at the life stage in which they are caught between raising their own kids while watching their parents grow older. They are squeezed between responsibilities to care for parents and children at the same time. This care…
Roth IRA For Kids
Small business owners may find it challenging to find ways to provide additional benefits to their children who work for the company. One often overlooked choice is including a Roth individual retirement account (IRA) as part of their compensation, a strategy that offers the potential to benefit both the children and the business. Small businesses…
Beyond Taxes: Is There More We Could Be Planning Together?
What can we plan together? Helping you navigate the complexities of the tax code and keep more of the money you’ve earned is incredibly rewarding, and it’s a pleasure to have you as a client. But there may be more we can plan together. Besides taxes, we can discuss additional financial guidance to help sketch…
YOUR GUIDE TO EQUITY COMPENSATION
Equity compensation is an attractive benefit that many companies offer to employees. It can be a valuable way to reward and motivate employees by giving them a share of the company’s ownership. If you’re new to equity compensation or simply looking to learn more, you’ve come to the right place. In this article, we break…
WHAT TO DO WHEN YOUR INCOME REACHES 7 FIGURES
Did you recently add a second comma to your bank balance? Has a recent financial event raised your net worth to the next level? It’s an exciting time, whether it’s the result of your long-term goals (e.g., from the sale of a business), a windfall transfer of wealth, or a key promotion. You’re probably already…
What does “Wealth” Mean to You?
In our client meetings, the term “wealth” is often tossed around somewhat loosely. We talk about building wealth, managing wealth, enhancing wealth, and preserving wealth as if the concepts are universally understood. But what exactly is wealth? It’s such a vague term that every person has a slightly different meaning. That’s why we need to…