For high-income earners, wealth accumulation is just one part of the equation you should focus on. There is so much that goes into strategic planning to achieve proper and successful legacy planning. Accumulating, preserving, and transferring your wealth efficiently to future generations are all Read more…
A Critical Look at Annuities: Are They Right for A High Earner?
Annuities are often marketed as a safe and reliable way to secure income for retirement. However, while they can be useful in certain situations, they are not a one-size-fits-all solution. Plenty of annuity products are highly illiquid, costly, and inappropriate for many investors. Read more…
Special Needs Trusts: Protecting Family Interests and Securing the Future
For families with a loved one who has a disability, financial planning extends beyond traditional estate planning. A Special Needs Trust (SNT) is a crucial legal tool that ensures financial support for the beneficiary, while preserving their eligibility for government benefits such as Supplemental Read more…
What You Should Know About Inheriting a 401K: Rules and Taxes
Inheriting a 401k might not be something you’ve planned for, but if it happens, it can be a valuable asset when handled correctly. While a financial windfall such as this can be amazing, an inherited 401K comes with specific rules and tax implications that can get tricky and cause some headaches if Read more…
Top States To Move To For Retirement
Are you thinking about moving to a different state when you retire? Many do. It’s a big move, and many only think about the climate or proximity to loved ones. You should also consider how moving could dramatically impact your investment strategy. No, investments don’t perform differently depending Read more…
Airbnb as an Investment Strategy?
To Be, Or Not Airbnb. Should I invest in an Airbnb property? A recent trend over the past few years is to buy residential properties and rent them out as a vacation or short-term rental through websites such as Airbnb or VRBO. Investment properties aren’t new, but this technology promises to put Read more…
Taking the Emotion Out of Investing: A Path to Rational Decisions
Proper investing is as much (if not more) about controlling your emotions as it is about understanding everything about the markets and current trends. Facilitating solid, logical decisions should be at the center of every investment strategy. Read more…
Top Questions to Ask About Your Restricted Stock Units Grant
You’ve just been granted restricted stock units (RSUs). Congratulations! You’re likely here because you’re curious to know what questions you should ask your employer or your financial advisor about this unique income stream to avoid unexpected surprises in the form of an outsized tax bill or Read more…
The Social Security Questions We Hear the Most
Social Security is like math class: it can be intimidating and complicated, but it’s ultimately extremely beneficial when leveraged properly. Read more…
