Rising interest rates can have mixed effects on your retirement portfolio. Here’s what to look out for and how to prepare accordingly.
Keystone Concepts
Can Hiring a Fee-Only Financial Planner Improve Your Financial Wellness?
As your net worth increases and financial needs become more complex, hiring a fee-only financial planner may boost your financial wellness.
The 5 “Hidden” Tax Opportunities To Take Advantage of Now… Before They Go Away
Have you been making good use of the recent tax code changes to legally reduce the amount of taxes that you pay each year? Many Americans paid less due to changes in...
10 Year-End Tax Planning Tips for High Earners and Retirees
If you’re looking for ways to reduce your tax liability for 2021, consider these 10 year-end tax planning tips for high earners and retirees.
Can Capital Gains Affect Your Tax Bracket?
The U.S. stock market continues to reach new highs, and many investors are using this opportunity to take gains. Yet cashing out also comes at a cost if you invest outside...
Net Investment Income Tax (NIIT)
We got a new tax proposal on October 28th! And everything is different! Net Investment Income Tax (NIIT) presents a big planning opportunity. Nearly all of the changes we...
Pension Maximization Options
Pension Planning 101: How to Maximize Your Benefits in Retirement
Defined benefit plans—commonly referred to as pension plans—were once the lynchpin of a secure retirement in the United States. Today, pensions are few and far between. In...
How “American Families Plan” Tax Proposal Can Impact Your Retirement
After months of anticipation, the Democrats’ tax plan has arrived. The proposed legislation, the “American Families Plan,” is very different than what was expected. Among...
Per Stirpes vs Per Capita: What’s the Difference?
Settling a loved one’s estate and distributing their assets after death can be a time-consuming and stressful process. This process can be even more challenging when the...
