Insights Category: Financial Planning
Effective vs. Marginal Tax Rates
December 5, 2023
What you think is your tax rate may not actually BE your tax rate. For instance, if you report just...
Learn More
The Economics of Tax-Loss Harvesting
November 17, 2023
’Tis the season when many financial services professionals look at the best way to offset the taxable dividend distributions their...
Learn More
Charitable Contribution Complexity
November 17, 2023
If you donate money to somebody in need, you can write off that gift on your tax returns, right? If...
Learn More
The Looming Revert
October 25, 2023
Nobody is talking about the fact that the tax provisions in the Tax Cuts & Jobs Act of 2017 are...
Learn More
The FDIC’s Dilemma
September 26, 2023
Pssst? Want to buy a low-interest bond? That’s basically what the Federal Deposit Insurance Corp. is saying to investors, who...
Learn More
Would You Want to Live Back in the Good Old Days?
September 26, 2023
The phrase ‘good old days’ suggests that we’re not living in the best time in history, but it often begs...
Learn More
Financial Planning / Investment Strategies / Market Updates
Common Financial Phobias
September 20, 2023
According to a recent survey, more than half of all Americans fear for their financial futures. Another study says that...
Learn More
Estate Planning / Financial Planning / Investment Strategies / Market Updates / Retirement
Navigating Retirement Pitfalls
August 16, 2023
Avoid Common Retirement Planning Mistakes Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and...
Learn More
Financial Planning / Financial Risks & Downturns / Investment Strategies / Market Updates
Housing Starts in Decline
August 16, 2023
Did you know that last year, roughly 1.66 million new homes were constructed? This includes single-family homes (975 million), 2-4...
Learn More
Estate Planning / Financial Planning / Financial Risks & Downturns / Healthcare / Investment Strategies / Retirement
Insurance Needs Assessment: For Empty Nesters and Retirees
July 26, 2023
With the children now out of the house, financial priorities for Middle-Class Millionaires become more focused on preparing for retirement....
Learn More