Below you'll find a list of all posts that have been categorized as “Tax Planning”
Unless you’ve been living under a rock (or just completely avoid the news, in which case let me know your secrets), you are aware that 2021 has ushered in a new presidential administration. And as is the case with any incoming administration, changes to the tax code sits close to the top of the list in priority. In this post, …
Starting a business. This concept, to many, is the definition of the American Dream. But not every dream is the same. For some, it is the opportunity to continually grow and get bigger, to open new offices/locations, hire more employees, and increase revenue. For others, it is to create a product or service, sell that product or service, and then …
In the world of investing, I can think of very few things that come to mind that could be described as ‘simple’. I could make the argument that the nature of investments and investing is overly complicated and marketed in a way to sway you into thinking that you need to hire a portfolio ‘expert’ if you want to be …
Sequence of Returns is a little known risk to your retirement sustainability, particularly in the beginning years of retirement. Learn some strategies which can help mitigate this risk.
