Financial Planning
Young Investors Tend to Ditch Parents’ Advisors and Opt for their Own
The financial landscape is evolving, and so are the goals and preferences of young investors. According to a recent report by Cerulli Associates, it is evident [...]
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Consider a Donor-Advised Fund (DAF) for Charitable Giving
If you’re looking for a simple, flexible, and tax-advantageous way to support your favorite charities, a donor-advised fund (DAF) may be the perfect [...]
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Considerations for Handling Large Tax Debt
In the wake of the global financial crisis, there has been a significant increase in the number of high-net-worth individuals facing challenges in meeting their [...]
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Don’t Forget Your Healthcare Spending Accounts and Retirement Accounts When Changing Jobs
When embarking on a new job, it is crucial to plan ahead and ensure a smooth transition in managing your finances. One important aspect to consider is proactively [...]
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Ensuring Your Trust Holds up to IRS Scrutiny
As the IRS intensifies its efforts to audit wealthy taxpayers, a significant focus is being placed on trusts, particularly those with complex structures that offer [...]
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Medicare 2024: Steep Hikes in Prescription Premiums Coming
The rising cost of prescription drugs in the United States has become a significant concern, particularly for seniors. Compared to other high-income nations, [...]
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Underpayment Penalty Doubles for Estimated Tax Payments
The Internal Revenue Service (IRS) has recently implemented a significant change that could have a substantial impact on taxpayers. Starting October 1, 2023, the [...]
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Fall 2023: Uncharted Territory
Leave the Past Behind One of the most tempting mental undertakings to find yourself doing during times of great market uncertainty is to look back at history for [...]
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Understanding Changes in Medicare for 2024 – Telehealth & Cost
In 2024, Medicare is set to undergo significant changes that will have a profound impact on America’s seniors. From tax hikes for high earners to expanded [...]
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Here are the New Rules Required Minimum Distributions from Retirement Accounts
RMD Rules are Changing Recent changes in legislation have brought about new rules and complexities when it comes to withdrawals in retirement accounts. Over the [...]
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Recent posts
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The Song Remains the Same
February 14, 2024 -
Why Are U.S. Workers Struggling to Change Jobs?
February 7, 2024 -
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Consider a Donor-Advised Fund (DAF) for Charitable Giving
January 24, 2024 -
Considerations for Handling Large Tax Debt
January 17, 2024 -
