You Will Die: Business Planning for Unexpected Death
This article uses a fictional but representative account to explain the importance of business planning for business owners before they die. Read More
Blog
Continue Reading!
Tax Planning in Retirement: Strategies to Minimize Taxes When You Retire
Karl Strube, Senior Tax Planner The transition from employment to retirement can be complex. For decades, you received either a regular paycheck or earnings from self-employment, and now that will slow or stop. To compound that, you’ll be taking money out of all these accounts after putting …
Proactive Tax Planning Starts with Goals
All planning – but especially tax planning – should line up with your goals. You should never do anything solely because you’re going to get a tax benefit. Rather, you should always do things that tie back to your goals, with tax benefits being an added bonus.
Trends to Watch Out for in Q1 2022
We’re in a pretty interesting juncture in the markets. As we kick off the third year of the COVID-19 pandemic, the omicron variant is spreading across the country.
The Opportunity in Change: How Changing Goals Change Financial Plans
During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to …
Expand Your Charitable Reach
As a kid, Zachary Conway’s financial advisor father tried to instill good savings and charitable habits. Conway, founder and CEO of Seeds Investor, recently told the Framework podcast team about how that worked. When he got his monthly allowance, he divided it up among several containers: o …
The Top Ten Mistakes Made in Estate Planning
The Top Ten Mistakes Made in Estate Planning
