You’ve all read the articles about the importance of having a well drafted estate plan. The articles start with the importance of having a Will, then dovetail into the necessity of having Power of Attorney Forms. The article reaches a not-so fascinating crescendo by talking about Revocable Living Trusts and how they work. Yep, we’ve […]
Retirement Income Strategies: A Case Study
Retirement is top of mind for many of us, especially those of us who can see the finish line less than a few years away. You’ve likely saved your entire life and developed a nice nest-egg of assets. You’re modestly confident you have enough money to retire comfortably, but you’re still unsettled. Why? You haven’t […]
What is the Best Investment Strategy?
If you ask 10 different financial advisors how they would invest a client’s money, you’ll get 10 different answers. So, what’s the best strategy? Shakespeare believes the best investment strategy is achieved when it is derived from your financial plan with the sole purpose of achieving your life goals. An advisor could have great investment […]
Bunching Charitable Gifts and Property Taxes to Save Money
The new tax law signed into law in December 2017 for future tax years increased the standard deduction from $12,000 to $24,000 for married couples, and half that amount for single filers. As a result, over 80% of the population will use the standard deduction moving forward. Although an increased standard deduction is a good […]
Tax Planning Strategies in the Real World
Each Spring all of us participate in the wonderful ‘exercise’ of completing our taxes and submitting them to Uncle Sam. Every year we wonder if there are any strategies that could be deployed to reduce our tax liability. Of course, your CPA may provide some nifty bullet points to consider and your brother-in-law may brag […]
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