We dig deep into comprehensive financial planning and investment management topics, current events, and market performance.
Explore more than a decade’s worth of time-tested tips and thoughtful commentary on the financial world, current events, and even our firm.
The benefits provided by your company can help you grow your wealth exponentially. Here are our top six strategies for optimizing your Google benefits.
A 10b5-1 plan allows employees and executives with equity compensation to automatically sell company stock as it vests without being subject to insider trading rules or blackout windows.
If you are confident that you have excess capital beyond your retirement and life-spending needs, you may use a Roth IRA for estate planning.
It’s that time, again. Time to take stock of your overall situation and implement a few tax saving strategies before the end of the year.
Health savings accounts are triple tax-advantaged. These accounts have become increasingly popular, as they allow employees access to a tax-deferred means of saving money to pay for medical costs now and in retirement.
Generally, for mortgages obtained after December 15, 2017, you can deduct all of the interest you pay on a home mortgage, up to $750,000, as…
Roth IRA conversions have gained popularity, thanks to the removal of the income cap on conversions several years ago. A Roth IRA allows your principal and earnings to grow completely tax-free, because contributions are made to a Roth IRA after tax.
Inflation is the loss of purchasing power over time, meaning that your money buys less than what it did in the past. Historically, inflation has averaged approximately 3% per year. However, we’re in an extremely high inflationary period right now—over the 12 months ended June 30, 2022, the Consumer Price Index for All Urban Consumers (CPI-U), a measure of inflation, increased 9.1%, the highest level since 1981.
This $2 trillion federal economic aid package is intended to provide relief to individuals and businesses who are suffering. It contains many tax breaks, as well as opportunities for small business loans.
This major tax reform will benefit corporations and the mega-wealthy beginning in 2018. For many individuals, the new law will add complexity. Many of the new provisions expire after December 31, 2025, at which time tax rules revert back to 2017 law. We’ve compiled a list of the provisions that will likely affect our individual clients. Stay tuned for new tax strategies that will emerge from these rules.
This post explains the wealth-creation benefits of participating in an employee stock purchase plan (ESPP). These plans are an employee benefit available at many companies
The IRS gives three answers, depending upon time and how confident you are that your returns are complete
For many, the inauguration of a new President has sparked a renewed interest in government, politics, and making a difference. Did you know that you can make a tax-deductible gift to pay down the federal debt and earmark it for a specific federal agency?
The two major party candidates for president this year come from vastly different backgrounds and champion divergent agendas and policies. Their competing tax plans can
How can you compete with other buyers in today’s hot real estate market, in which all-cash deals are the new normal? Here are three strategies we use with clients that may work for you.
It’s time once again to take stock of your overall situation and implement a few tax saving strategies before the end of the year. Our
Four years before the Facebook IPO, co-founders Mark Zuckerberg and Dustin Moskovitz each set up GRATs. Just before the IPO, those GRATs were estimated by
If you are married, your spouse should generally be listed as your beneficiary on your 401(k), 403(b), or other retirement account, including IRAs. If you
December is the time when many people think about giving to charity. Why? One reason is to reduce taxes, and a charitable contribution may accomplish
Paying taxes is often a balancing act. You want to pay just enough to avoid penalties yet avoid giving the government an interest-free loan. There
Pop quiz: What’s the appliance that uses the most energy in your home? Today, it’s likely your refrigerator. But what about in the future? A
The arrival of 2013 brings new tax rules. If you have AGI above $250,000 ($200,000 for singles) you’re among the wealthiest Americans, and the items
Higher taxes are a real possibility for 2013, and year-end tax planning in 2012 makes sense to lessen the impact. A “fiscal cliff” is looming
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