Information that is good to know
We know that some people just like to read all they can get their hands on. They know that learning is a lifelong endeavor, not something that is relegated to one’s school years. So we do our best to provide interesting material and links related to one’s financial life – and life in general. Feel free to bookmark this page and return as a regular reader. As always, if there is anything else you ever need, feel free to let us know.
Make your final tax-saving moves before Dec. 31
Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.
Tax Planning
Pay perks: what we can all learn from executive compensation
Managing earnings tax efficiently may be as important as the compensation package itself.
Tax Planning
A business owner's guide to year-end tax planning
Tax mitigation strategies can help the bottom line.
Business Ownership
Your year-end tax planning checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
Tax Planning
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Will the sun set on generous estate and gift tax exemptions in 2026?
Now is a good time to review your estate and gifting plans.
Tax Planning
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Tax Planning