Skip to content
Client First Capital LLC
  • About Us
  • Our Services
    • Services Overview
    • Advice Only
    • Family Office & Trustee Services
    • Wealth Management
  • Our Approach
    • An Integrated Approach
    • Investments
    • Taxes
    • Risk Planning
    • Estate Planning
  • Insights
    • Articles & Updates
    • Video Library
  • Contact Us
  • Client Login

Day: November 24, 2020

Income Tax Strategies in Retirement
November 24, 2020in Investments, Risk Planning, Taxes0by Client First Capital
226

Income Tax Strategies in Retirement

With Thanksgiving around the corner, I am thankful we have some light at the end of the tunnel. Pfizer, Moderna, and now AstraZeneca have announced that preliminary data show that…

Read more
Search Insights
    Recent posts
    Video FAQ: Do I Need an Immediate Annuity?

    Video FAQ: Do I Need an Immediate Annuity?

    January 16, 2021
    Tax Planning for People with Concentrated Positions

    Tax Planning for People with Concentrated Positions

    January 11, 2021
    Video FAQ: Retirement Emergency Funds & Cash Reserves

    Video FAQ: Retirement Emergency Funds & Cash Reserves

    January 11, 2021
    The History of Taxation in the US

    The History of Taxation in the US

    December 13, 2020
    How are Investments Taxed (and How Can I Minimize Them)?

    How are Investments Taxed (and How Can I Minimize Them)?

    December 8, 2020
    Categories
    • Charitable Giving (4)
    • Estate Planning (8)
    • Family Wealth Planning (10)
    • Investments (19)
    • Risk Planning (9)
    • Taxes (19)
    Posts by Month
    Tags
    401k bailouts bankruptcy business client first capital covid-19 economy effects of COVID19 faqs financial advisor financial advisor in san diego GDP income tax stategies inflation junk bonds liquidity markets mortgage crisis pensions portfolio recession retirement retirement advisor retirement planning risk analysis risks to the economy risks to the markets Should I cash out? Should I put more money in the market small business stimulus stimulus bill Stress test taxes during retirement taxes on investments tax planning unemployment unemployment rate video wealth management wealth manager wealth manager near me wealth manager new york wealth manager San Diego what do I do with my 401k
    Client First Capital LLC
    (c)2020 Client First Capital. All rights reserved.
    Client First Capital, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Client First Capital, LLC and its representatives are properly licensed or exempt from licensure. This websiteis solely for informational purposes. Past performance is no guarantee of future returns. Investing involves riskand possible loss of principal capital. No advice may be rendered by Client First Capital, LLC unless a client service agreement is in place.
    • Home
    • About Our Firm
    • Our Services
    • Advice Only
    • Family Office & Trustee Services
    • Wealth Management
    • Our Approach
    • Estate Planning
    • Investments
    • Risk Planning
    • Taxes
    • Media and Resources
    • News & Insights
    • Contact Us
    • Client Login
    • Privacy Policy
    • Form ADV Part 2A
    • Form ADV Part 2B
    • Form CRS

    Sign Up

    Already have an account?Log in
    Sign up

    Login

    Don't have an account? Click here toSign up
    Remember me
    Log in