DOWNLOAD THE PDF I hope you are managing to stay cool. For those of you that arenāt in Texas, Iām either getting older or it feels like Texas is sinking closer to Hades. My daughter that is in college in Wyoming came home for a few weeks and despite all
I know itās mid-year of 2023, but are you thinking about your taxes and financial strategies for 2026? If not, you should be. We had this conversation with a client who is planning on selling their business soon, and they were surprised to hear that 2026 is such an important
The traditional retirement age in the United States is 65, the age at which most people are eligible to begin receiving full Social Security benefits. But many people feel the allure of leaving the workforce much sooner. Many Americans are deciding to retire earlier than planned, whether by choice or
PAYING YOUR KIDS AS A BUSINESS OWNER Paying your children may be one of the most underutilized tax strategies of small businesses owners. Yes, you can hire your children to work for you, and youāre able to pay them a legitimate wage. There are multiple planning opportunities that become available
DOWNLOAD THE PDF Spring is here and symbolizes a fresh start and new life. We hope this theme continues throughout 2023 in the market as well. Though the markets are up in 2023, it hasnāt been without volatility or headlines. Between banks failing and countries moving away from the dollar,
DOWNLOAD THE PDF The market investing year of 2023 is off to a solid start. Despite some concerns with the liquidity of some banks, ALL equity and fixed income markets were positive in the first quarter. International Developed Stocks were up 8.02% over the quarter followed by the US Market
DOWNLOAD THE PDF The year 2022 was an interesting year in financial markets, as the US led the rest of the world in a transition from a zero-interest rate policy / (negative rates overseas) to a world where inflation resurfaced, spread across the globe as result of unprecedented government stimulus,
DOWNLOAD THE PDF The year 2022 will be remembered as one of the most difficult years to invest for many reasons. Both stock and bonds markets were down over 10%. Both the US and Emerging Markets were down about 20% while Global Real Estate was down nearly 25%! Even the
We have a few clients with 678 Trusts and have found them to be an interesting estate planning technique. A 678 trust, also known as a qualified terminable interest property (QTIP) trust, is a type of trust that is commonly used in estate planning. This type of trust allows an
āThe key to making money in stocks is not to get scared out of them.ā -Peter Lynch DOWNLOAD THE PDF I hope the end of the 3rd quarter finds you and your family well. I donāt know if it is my age or the heat radiating off my beautiful