within the financial world
Tax Efficiency
Gen Xers Are Staring Down The Largest Retirement Shortfall
Deep concerns are being addressed, relating to generation Xers potential retirement in the near future…! https://www.fa-mag.com/news/gen-xers-are-staring-down-the-largest-retirement-shortfall-75769.html
Roth IRAs: The Mathematics For High-Wealth Taxpayers
In my opinion, this is one of the most effective methods for accumulating assets, over a lifetime, as they are not taxed, while they are growing and are not taxed upon retirement. A win-win...
High Income New Yorkers Can Save $250,000 Moving To Austin
There is a lot to consider in up routing yourself, and your family primarily to save taxes. Although the motivation is certainly one of a monetary nature, lifestyle, weather, cost-of-living, etc. play a major part in this very important decision… most especially...
Why Do Clients Leave Advisors?
Having been in the financial services business for more than 50 years, I can certainly attest to the accuracy of this information. Beyond the issue of clients moving or passing away, I would take heed to this information and learn, with absolute assurance, that you...
What The Supreme Court Student Loan Decision Means For Your Client’s Money
There was an old story that says “the game is not over until the fat lady sings “… Suffice it to say, there is going to be a great deal of back-and-forth discussions/ negotiations before this matter is resolved, if ever…! If there is an ultimate resolution, a large...