Get These 2021 Tax Breaks Before They’re Gone
Get These 2021 Tax Breaks Before They’re Gone From: www.wsj.com Making the most of these tax-code changes before year-end could reduce what you owe the IRS next April Plan your…
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The Build Back Better Tax Alarmists Who Cried Wolf
The Build Back Better Tax Alarmists Who Cried Wolf From: www.wealthmanagement.com Turns out the sky is NOT falling, but it’s best to be prepared for it. As the old saying…
7 Inflation-Fighting Strategies for Clients in or Near Retirement
7 Inflation-Fighting Strategies for Clients in or Near Retirement From: www.thinkadvisor.com Inflation is at the highest level we’ve seen in decades. This has affected virtually all aspects of our economy…
3 Charitable Investment Strategies That Deliver Higher Tax Benefits
3 Charitable Investment Strategies That Deliver Higher Tax Benefits From: www.morningstar.com These maneuvers may even improve your portfolio. Morningstar’s resident tax guru Sheryl Rowling describes the conventional method of making…
What’s a Safe Withdrawal Rate in Retirement?
What’s a Safe Withdrawal Rate in Retirement? From: www.fool.com It’s always a bit of a gamble, but some strategies are a safer bet than others. You’ve saved diligently for retirement…
5 tips to live in retirement like this famous 98-year-old
5 tips to live in retirement like this famous 98-year-old From: www.marketwatch.com Americans are living longer in their old age, and should be preparing accordingly. Restaurateur Cecilia Chiang retired in…
12 Top Tax Questions About Capital Gains, Losses and Worthless Securities
12 Top Tax Questions About Capital Gains, Losses and Worthless Securities From: www.thinkadvisor.com This year has been one long roller-coaster ride for investors. Despite November’s stock market rally, the S&P…
Dear Financial Advisor: Why Is My Portfolio Doing So Badly?
…including the U.S. stock market, international stocks, and some emerging market stocks. You have some exposure to bonds, which have done poorly and produce tiny returns, and perhaps some commodities….
Baby Boomer Trend: Asset-based Long-term Care Insurance
Baby Boomer Trend: Asset-based Long-term Care Insurance From: www.thestreet.com Life insurance policies that provide long-term care benefits are growing in popularity and attracting younger baby boomers anxious to protect their…
Moving Assets To A Tax-Free World
Moving Assets To A Tax-Free World From: www.fa-mag.com Change is in the air. And since the tax law is involved, you can be certain that “change” doesn’t mean the final…
