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Articles tagged with: Wealth Management

What Will it Take to Own Your Financial Future?

These steps can help you gain control of your financial reality

09 June 2021

What Will it Take to Own Your Financial Future?

Do you ever feel like your finances just aren’t running on all cylinders? Setting definitive financial goals will help you stay on track, weather unexpected expenses, and gain peace of mind for your later years.

Today, I’d like to offer six goals that can help you get on track – and stay there – so you can own your financial future.

Important Tax Savings Strategies for the Affluent – And Those Who Want to Be

Tips to Help You Build and Protect Your Wealth

19 May 2021

Important Tax Savings Strategies for the Affluent – And Those Who Want to Be

When I worked as a tax CPA for KPMG in the late 90s, I served many corporate executives and wealthy families as their senior tax specialist and prepared many individual income tax returns, trust returns, and gift tax returns. Now, I use that knowledge and expertise to help my affluent and high-income clients plan ahead to keep more money in their pockets by using smart tax savings strategies. 

Looking at this Historical Tax Rate Chart 1913-2021, you can see that the current top income rate is relatively low. Like the importance of diversification in investing, I believe that tax diversification is just as relevant as you plan for your financial future.

I have five tax savings strategies I’d like to share with you today to help you keep more of your money.

Why Wealth Transfer Plans are Critical to Estate Planning

Don’t Neglect this Essential Aspect of Leaving Assets to Your Heirs

05 May 2021

Why Wealth Transfer Plans are Critical to Estate Planning

When it comes to estate planning, there can be many moving parts that are difficult to keep track of. Often, even having all of the proper documentation in place can still lead to confusion and errors. This is why you should make certain that you incorporate a wealth transfer plan into your estate planning.

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