In the article, I’ll attempt to answer why it’s important to plan for this ugly Sunset, the solutions the wealthy are using today to shield as much of their assets from this tax as possible, and why it’s crucial to act sooner than later.
This article is about how the economy is actually doing better than you think
Are HSAs a good idea for young professionals?
If you or someone you know who is caring for someone with severe depression or struggling with mental issues, or caring for a parent showing signs of Alzheimer’s disease/dementia, these three things could save you a ton of added stress.
Did you know that this child’s investment account can also be a double-edged sword? Throwing some money in an UTMA is a great birthday gift for a little one, but be aware that of it’s potential side affects.
Failing to create an estate plan can be the worst thing you can do to your loved ones. Without a clear plan in place, your assets may be distributed in ways you never intended, causing unnecessary stress and conflict among your family.
This post discusses the importance of estate planning, addressing common misconceptions people have.
Don’t get blocked by anxiety or your own inner dialogue.
Are you aware of the risks around you?
What if I’ve been thinking about this situation all wrong?
What if we coupled these unnecessarily high rate hikes with fiscal policy by raising the corporate tax rate?
Today’s special guest post is brought to you by my colleague, and friend, Ben Coulthard. Ben is one of the most welcoming, charismatic, and team-first advisors that I can think of. Ben – starting only a few months before me but lightyears ahead of me in so many ways – was (and still is) instrumental…
