Tax Planning

The difference between death and taxes ...
is that death doesn’t get worse every time Congress meets.

“The taxman cometh”, as the old adage goes, but there are tax planning strategies that can be considered to help minimize Uncle Sam’s yearly payday. Tax advantaged investments, tax-deferred growth, and the strategic placement of assets to minimize your yearly tax bill are just some of the actionable strategies that can be employed within the management of your wealth. We advise you on which assets should be utilized first in retirement, when you should harvest a tax-loss or take a capital gain, the tax implications for holding particular investments, and the list goes on. Clearly understanding the impact of taxes is vital to achieving your financial goals. Therefore this is a fundamental focus for us in the management of your wealth.

Epic Insights

Mar 18, 2024

The year 1995 was an exciting one. Michael Jordan came back from retirement, digital video disks (DVDs) were invented, Netscape went public after introducing the world to the internet via its web browser, and Coolio’s “Gangsta’s Paradise” was the song of the year. It was also an exciting year for investors.

Mar 15, 2024

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child or grandchild’s education at the same time can be a challenge. But take heart — you may be able … Continue reading “Saving for College and Retirement Together”

Mar 13, 2024

As spring approaches, the weather is starting to warm up. For the stock market, the temperature has been rising for a while now. In fact, since December 2023, the S&P 500 has not experienced a pullback of even 2%. Strong starts to years tend to signal more gains ahead, so this calm market may not … Continue reading “Market Update – Markets Warming Up”

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