Posts you may be interested in
As with all income tax motivated strategies, every individual situation is unique and presents a variety of factors to determine the best course of action.
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Noted author and family office expert, Edward V. Marshall, outlines why the COVID-19 pandemic puts family offices at increased cyber and financial risk. He provides seven practical steps that principals and executives can take to mitigate risk and position their family office for success after this crisis has passed.
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A Roth IRA is a type of Individual Retirement Account (IRA) to which you make contributions with after tax money, meaning earnings you’ve already paid taxes on. The money you put into your Roth IRA grows tax-free and, assuming you have met certain conditions, your withdrawals are tax-free and not reported in your taxable income.
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Women have unique financial concerns, which is why it's imperative that your financial advisor embrace the complexities of every unique situation and goal.
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There are several considerations that women should consider when looking at the big picture financially.
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Everyone should take precautions on social media, but for the children of ultra-high-net-worth individuals, the risks can be even higher.
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Caring for someone with special needs can be physically, emotionally, and financially challenging. A Special Needs Trust administered by a trustee with experience, 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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