A charitable lead trust can be a great way for an individual to leverage his or her generosity, producing tax savings that can be used to provide greater benefits to both the individual’s favorite charity and his or her own family. The tax savings are generated because of the way donation values are calculated and … Read more
No matter what type of company you own – from a flower store to a coffee house, a graphic design firm to an importer, a retail clothing store to a smoothie shop – part of your business plan should be securing the ongoing support of a financial advisor. Business owners and executives need another voice … Read more
Whether you have a prenuptial agreement in place or not, whether your divorce is amicable or not, you are no longer part of a pair. You’re flying solo, for now, and that means the joint money decisions you used to make must be altered to suit a newly single lifestyle. Working with a financial advisor … Read more
The most effective financial strategy is not the same for every person. Your money goals are unique and your current financial status is too, as well as your fiscal future. Examining the strategies available to you with help from an experienced financial planner allows you to make effective plans for now and later. 5 of … Read more
You’ve worked hard your whole life and you’re ready to start thinking retirement. Now is not the time to rest on your laurels or to assume that Social Security alone will take care of your needs as you age. Smart retirees plan ahead, whether you’re ready to hang it up within months or whether you … Read more
Work-related stress is an issue that doesn’t affect just one industry. Some of the most high-paying jobs in the country can’t escape the issue of burnout. Specifically, physicians across the country have faced increased levels of burnout since the beginning of the pandemic. Last year 53 percent of physicians reported burnout according to a Medscape … Read more
With the wide variety of stocks in the market, figuring out which ones you may want to invest in can be a challenging task. Many investors feels its useful to have a system for finding stocks that might be worth buying, deciding what price to pay, and identifying when a stock should be sold. Bull … Read more
When you want to invest, there is always somewhere to put your money. However, if you’re considering paying off debts too, most notably your mortgage, the question then becomes: Where is the best place to put your money – your mortgage or the market? Here are some important factors to consider. If You Want to … Read more
With the new year approaching, it’s good to know where the landscape of the U.S. healthcare system is in 2023. The influx of hedge funds purchasing hospitals left and right is changing the primary care structure. For example, the employment of physicians has increased by 19% over the last 3 years. Some argue the reasons … Read more
There is plenty to learn and understand in the financial world when it comes to managing personal wealth. You don’t have to do it all on your own. Working with an experienced financial advisor is always recommended, but it helps to have a foundation of terminology, so you are clear on the best ways to … Read more
At one time, the typical American family looked like this: a breadwinner father who commuted a short distance to work and earned a very good living, and a stay-at-home mother who took care of the kids and family home with aplomb. Life seemed easy and manageable, with plenty of time for family meals, parent relaxation, and important life lesson discussions, and little … Read more
Regardless of whether you prepare your taxes yourself or use a professional’s services, it’s a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we’ve listed some key information you need when preparing this year’s taxes. YOUR PERSONAL INFORMATION The personal information you may … Read more
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