Latest Articles
Legacy Planning (2)10 Articles
Wed, May 24, 2023
How Can You Pay Less Capital Gains Tax?
How hard will you be hit by taxes on your investments this year? Let’s walk through three strategies to potentially help lessen the blow from capital gains.
Wed, May 17, 2023
Too Much of a Good Thing? Ways to Reduce a Large Stock Position
When you own a highly concentrated winning stock, you probably feel like you’ve hit the jackpot. But you might be left with a riskier portfolio or a large tax bill. Discover smart strategies to de-risk your exposure and mitigate capital gains tax.
Wed, May 10, 2023
Should I Gift Assets While I’m Alive?
Is it tax-savvy to gift your assets while you’re still alive? Or is it smarter to leave an inheritance after you pass? It depends on your situation–so we’ve laid out the facts and questions for you to consider as you navigate taxable gifts, estate taxes, and timing a more tax-efficient legacy.
Wed, May 3, 2023
Generational Wealth: How and When Should You Transfer Wealth to Your Heirs?
Passing down an inheritance isn’t a simple affair. Discover these tips to structure your assets, create a timeline, and start the conversation with your heirs.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.