Many people associate taxes with only one date: April 15. In reality, though, tax planning should be a year-round part …
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When And How To Make An 83(b) Election
Tag Archives: Personal Finance
How Do You Know If Your Domicile Has Changed?
While home is said to be where the heart is, that definition is unlikely to pass muster with state and local tax authorities, who have a vested interest in a more specific definition.
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Planning For Portability
In a world of smartphones and tablets, portability is something we take for granted in our gadgets. But thanks to some recent legislative changes, it is now something that estate planners can take for granted too.
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When And How To Establish A Foundation
Private foundations may help you achieve your philanthropic goals, but while they can prove deeply rewarding, they can also be …
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Dealing With A Loved One’s Cognitive Decline
When a loved one begins to experience memory loss and other cognitive issues, it is only natural to wonder whether …
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Charitable Giving With Retirement Benefits
Retirement funds and charitable planning may not be two areas most people would naturally think to combine. But in many cases, donating retirement benefits to charity can be an ideal solution, both for the donor and the recipient.
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Income Tax Planning For Large Estates
Recent income and estate tax updates have adjusted how the planning game should be played. If your estate plan was drafted before they came into effect, reconsidering how you structure your estate could save you tens of thousands, or even millions, of dollars.
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Social Security And Medicare Planning
Many Americans think that Social Security and Medicare are one-size-fits-all programs that offer no opportunity for choice or customization. But in fact, taking the time to fully understand how these programs work and to consider the most effective ways to include them in a long-term financial plan can significantly expand their usefulness.
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529 Plan Investing For High Net Worth Investors
Section 529 plans have grown into one of the most common ways to save for college. While the decision to …
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Hitting The Road: Financial Management For Musicians On Tour
For fans, news of an upcoming tour featuring a favorite artist prompts celebration. For musicians, a tour can and should be just as exciting – but it is also much more complicated. Whether you take care of your own recordkeeping or work with a road manager, you should still take time to understand the basics of how your tour’s finances work.
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