Retirement is one of the most common goals for people across all careers and can be one of the most significant milestones in our lives. However, retiring entails so much more than picking a date on the calendar to stop working. It’s an entire life overhaul that requires years of thought and planning in order […]
Tax loss harvesting is a powerful and valuable investment technique that can provide significant tax savings for investors and make the best of a market downturn. During economic slowdowns and recessions when losses are more prevalent, we typically see most individual investors hold onto their losses because they are afraid to “sell down,” waiting and […]
Shift the paradigm. Remove the mindset of “I make this amount, I spend this amount, and whatever is leftover I may get around to saving.” Focus on your life goals and make this shift: “I make this amount, I need to save this amount for my life goals, and I will spend what’s leftover (my […]
For both personal households and non-profit or for-profit organizations, the pandemic period of the past two years has brought great uncertainty as to its impact on respective income streams. The result for many has been a shift to the maximum safety of cash, money markets and similar vehicles, essentially leaving large amounts of assets sitting […]
Every investor and business owner should understand the concept of “piercing the corporate veil,” because in this instance, ignorance could be costly. When a company is established via a limited liability company (LLC) or incorporated as a C corporation or an S corporation, a distinct legal entity is created. Many of us are familiar with […]
Whether you’re pregnant, a new parent, or simply considering starting a family, there’s much to consider when planning for the arrival of a new baby. It’s no secret that kids are expensive, but with a little planning, you can feel confident and prepared for this big adventure! We’ve identified a few considerations below, broken out […]
We insure our cars, our homes, our lives, our collectibles, our livelihoods and our health. If we own high-end competition animals like race or show horses, we can also insure those animals – but should we insure pets as well? Pet insurance is now available from traditional insurance companies like Nationwide and GEICO, via agencies […]