This is the time of year when many of us are feeling the desire to be charitable with our fellow humans, perhaps even more than usual. While that is commendable in any season, it’s also important to be thoughtful and perceptive with our giving.
The Super Rich (those with a net worth of $500 million or more) who have family offices typically engage a sizable lineup of professional advisors to help them create and implement financial plans.
Most of us have seen some version of the motto stitched on a cap, printed on a coffee mug, or slapped on a bumper sticker: “No boss … No schedule … No pressure … No money … RETIRED!” Especially amid the tension of a busy and stressful work week, many of us sometimes idealize retirement as a time to slow down, sleep late, set your
Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others.
I recently saw an interesting bit of research from LendEDU.com, a financial resource site designed to help consumers make better borrowing, financing, and insurance decisions.
Imagine yourself in a vintage tuxedo, sipping a “shaken, not stirred” martini as you make eye contact across the bar with a beautiful secret agent who is about to covertly hand you a dossier with information that will help prevent World War III.
Many taxpayers have recently seen articles or other notices cautioning about the dangers of under-withholding. The idea is that you need to be very careful that your employer is holding out sufficient funds from each paycheck so that you don’t end up owing taxes next April 15.
The foundations of your rock-solid estate plan
Business owners know how rare it is to find that employee who has “the right stuff.” And when you are lucky enough to find one, you want to hang onto that employee as long as you can.
Here’s why you need to know