Posts you may be interested in
Caring for someone with special needs can be physically, emotionally, and financially challenging – especially if your loved one is not capable of make rational decisions about money. A Special Needs Trust administered by a trustee with experience in navigating SSI and Medicare, can relieve some of your stress, assure the financial well-being of your loved one, and preserve family harmony.
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A financial advisor outlines the key concerns people should consider before retiring overseas, such as cost of living, insurance, money, and rent vs. buy.
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The new law may immediately impact your retirement, estate and wealth transfer plans.
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We dig into the emotional, financial, tax, and estate planning aspects to consider when choosing a seasonal home that best meets your current and future needs.
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Use of a donor advised fund can help holders of concentrated stock positions engage in charitable giving while maximizing their tax benefits.
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When considering the allocation of assets in your portfolio, consider fixed income, is a different kind of investment. See what makes this asset class an excellent choice for diversification.
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Social impact is a critical driving factor for millennial entrepreneurs as they work to create businesses that invoke change within their communities.
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State-sponsored 529 college saving plans offer a tax-advantaged way to prepare for the rising costs of education. Starting in 2018, these plans can also be used to pay tuition, up to $10,000 per student per year, for qualified students/beneficiaries attending private K-12 schools.
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How you'll handle a business transfer is a critical component of your succession and legacy planning. Without a clear and detailed strategy, you jeopardize your company's future and leave your successor vulnerable to substantial tax hits.
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Tapping into the expertise of a trusted financial advisor to organize equity compensation can help time-pressed executives get the most of their stock while also handling some of the complex rules involved.
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