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 […]
Tax Planning Strategies for Retirement: A Case Study
“Tax planning” sounds like something mysterious done only for the Rockefellers or Carnegies. In reality, it’s an important part of every financial plan. In an effort to make this typically opaque topic a little more real, we’ve created a case study that helps demonstrate how real people can save money throughout their lifetime using readily […]
Building a Durable Investment Plan for your Retirement
Chances are, you’ve accumulated various investments over the years in a piecemeal fashion, with new investments made as you had the money. When your investment portfolio was smaller, this strategy was understandable and not overly harmful; but this reality does not lend itself to larger portfolios. Having a cohesive plan sounds great, but if it […]
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