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Past Commentary & Articles
With job openings at record highs and employees re-evaluating the value of their output, business owners need to understand the nuances of what is driving employees to new positions.
There are several moving parts to consider when handling a loved one’s estate. A final individual return and an estate or trust return (or both) are often required. Common tax returns required after death are conveniently summarized in this blog post.
Learn more about an approach to investing known as “tax-efficient investing” in our Approaching Zero Taxes paper. This group of concepts and investment tax tools can be used to form a tax-efficient investment approach, with the ultimate goal of increasing after-tax returns.
Learn more about Modern Portfolio Theory and how we developed our forward-looking returns investing methodology! This paper provides a summary of how and why we developed our methodology, case study examples, and how we put those returns to work.
Incorporating alternative investments into a portfolio is an art and a science. Let’s examine the data and whether it supports including alternatives into a portfolio or if investors may be better off sticking with a tried and true portfolio of stocks and bonds.
While some taxpayers may look forward to their refund, others prefer to make sure their taxes are covered throughout the year by increasing their withholding amount. If you want to adjust the amount you withhold, it’s time to update your W-4 Form.
A second (or third) marriage isn’t just a new chance at love – it’s an excellent opportunity to review and refresh your financial situation. Having open conversations about your financial status upfront can clarify expectations and reduce any outstanding questions in the future.
If you are retired or on your way to retirement, it’s likely you have opportunities to implement tax savings strategies. Here are five Tax-Smart Retirement strategies to consider.
Owning a vacation home may provide great tax benefits, but the rules can be tricky (and it’s important to avoid common misinformation). This article explores the tax benefits of owning two common types of vacation properties – a personal residence and a mixed-used rental.
If you have a pension plan at your job and are considering retiring with a lump-sum distribution in the near future, the Federal Reserve’s planned interest rate increases may make it worth your while to retire sooner.
It’s easy for grandparents to spoil their grandchildren with presents, visits, and cash inside birthday cards. But if you want to make a longer-term impact, consider funding 529 college savings accounts.
This week marks Global Money Week, which touts the importance of helping young people develop good financial habits. With that in mind, we’ve compiled a list to help kids of any age explore financial literacy.