Insights
Investing in your health to fully enjoy your wealth later in life
My path to living healthier began almost 20 years ago when my father passed away at age 63 and my mother was diagnosed with stage IV breast cancer two days prior to his death (she passed four years ... Read more.
How can I maximize my tax savings when donating to charity?
There are several ways that you can reduce your taxes when contributing to qualified charitable organizations, so long as you are able to itemize your tax deductions. Establish a Donor-Advised Fund – Tax law changes may have ... Read more.
What is the optimal tax strategy for investment account withdrawals in my early retirement years?
After being in a savings mode for a good part of your life, you have now transitioned into retirement and may be wondering the best way draw down assets from your investment accounts to meet your living expenses and ... Read more.
Am I financially OK?
"Am I financially OK?" is undoubtedly the most frequently asked question that I receive. As you might expect, there is not a one-size-fits-all answer, and many feel stuck when making financial decisions. However, here are a handful ... Read more.
Should I Merge My Small Business? Key Considerations Before Taking the Leap
Merging your small business with another can be a strategic move that unlocks growth, profitability, and new market opportunities. But it's not a decision to take lightly. While a well-planned merger can help scale your business faster, a poorly ... Read more.
What gifting strategies will reduce my taxes?
Gifting can be a tax-efficient way to transfer wealth before and after your passing, and there are many strategies available depending upon your situation and goals. Gift Tax Exclusion – The IRS provides an annual gift tax ... Read more.
