From: www.linkedin.com
I’m utilizing two separate sources for this post as both complement each other nicely:
Patrick Roberts, JD from HedgeStone Business Advisors (insights) & Clay Brock from Hadley Capital (image below).
Patrick elaborates… Venture Capital (VC) and Private Equity (PE) represent separate forms of investment…
From: floridaestateplanning.com
Many clients don’t consider visiting with an estate planning attorney until they reach their 60s, 70s or even 80s. That’s a shame because younger clients could benefit from such a relationship in any number of ways.
During the Savings & Loan crisis back in the 1980s, for example, an entrepreneur by the name of Sam Idelson teamed up with David…
From: linkedin.com
From the Roaring Twenties to the Tech Boom and beyond, witness the incredible journey of the stock market through time with this stunning visual history.
From: www.financial-planning.com
Marianne Nolte knew that caring for her mother-in-law would be expensive, especially after the 94-year-old moved into an assisted living center. But there was one expense that caught Nolte’s family off guard.
From: www.fidelitycharitable.org
Optimize your charitable planning for maximum tax savings
Understanding the tax strategies related to charitable contributions can help you decide how much to give, what asset to give and when to give, so you can provide the maximum amount to charity—and receive the maximum tax advantages for yourself.
According to the report Giving USA , U.S. families and individuals give…
From: www.nerdwallet.com
Giving to charity not only makes a positive philanthropic impact but can also positively affect your tax burden.
Everyone loves a win-win situation. And that’s the case with charitable giving and its tax benefits — you can do good for others while also doing good for yourself.
When giving to charity, you can lock in tax deductions and save money for your heirs. Consider…
Avoid running into common hazards that occur and diminish retirement funds.
From: www.taxact.com
Wondering what’s changed in the tax world from last year? We put together the top six 2022 federal tax changes that taxpayers like you should know about before filing your income tax return in 2023.
Tax year 2021 saw major tax changes due to the coronavirus pandemic, but many of those changes went away in 2022. Let’s look at the…
From: Allspring
High Yield Muni and BBB Muni spent the majority of the last year toward the bottom of the barrel in terms of performance. As a result, spreads have widened close to historic averages. Did you know that you can generate much more yield going down in credit quality then you can going out in duration? See page 2 from the Allspring Municipal…
Copyright © 2025 • REAP | Retirement & Estate Advisors & Professionals • All rights reserved
(855) 904-REAP • info@retirementestateplan.com
