Investment

New Tax Law and Home Purchase

New Tax Law and Home Purchase

Confusion surrounding the recently passed Tax Cuts and Jobs Act (TCJA) is widespread in higher local tax states like California and the Northeast. While many buyers are postponing the purchase of a new house this season, waiting until 2019 to find out what is owed in taxes for the 2018 tax year could be a mistake.

How Taxes And Inflation Do A Number On Your Retirement Earnings

How Taxes And Inflation Do A Number On Your Retirement Earnings

Taxes and inflation have this nasty way of diminishing your money in retirement. Investors who have amassed a $1 million portfolio find that this money has a way of shrinking before they have spent a cent of it. 

Estate Planning, Legacy Planning

 Estate Planning, Legacy Planning

Estate planning is dead. Gone are the days of creating legal structures to hold your assets, pass your fortune on to the next generation and, of course, avoid paying estate taxes. Gone are the days of planning for your death. It’s time to plan for your life.