If you find this article beneficial, please feel free to share it with your family, friends, or colleagues. If you are interested in learning more about our services at the Financial Consulate, we encourage you to schedule an Introductory Meeting…
Thoughts for the Generationally Minded What does it mean to be generationally minded? The definition we shall use is to long for your wealth to endure to your children and grandchildren. We keep in mind that we want our descendants…
If you find this article beneficial, please feel free to share it with your family, friends, or colleagues. If you are interested in learning more about our services at the Financial Consulate, we encourage you to schedule an Introductory Meeting…
If you find this article beneficial, please feel free to share it with your family, friends, or colleagues. If you are interested in learning more about our services at the Financial Consulate, we encourage you to schedule an Introductory Meeting…
This is probably not the first time you have heard us rave about how great a Health Savings Account is and most likely won’t be the last. But the truth is that most people who have a Health Savings Account…
What could sweets, alcohol, and deferring taxes have in common? Plenty. All three are fun to enjoy in moderation, but when overdone, they all come with consequences. Today, Americans saving for retirement have the option of either Traditional IRA/401k/403b accounts…
The reason we are independent and fee-only is so that you can always Call Us First. If you are getting close to retirement and need to make choices with your company, Call Us First. If you want to update your estate…
Saving for your child’s education is a critical goal that requires careful and strategic planning. In this article, we will discuss ways to save for your child’s education that will help set them up for success.
Every morning when I awaken, I wonder whether the politicians changed all the rules again. It happens so often that it is difficult to keep track of what was discussed versus what became law. I try not listen to proposed…
Repetition is the key to memorization, so let’s repeat that headline: “Gifts to Children are not income taxable.” The annual gift limit (which in 2022 is $16,000) has nothing to do with income taxation. To repeat, the annual gift limit has…