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Category: Family Wealth Planning

Video FAQ: Do I Need an Immediate Annuity?
January 16, 2021in Family Wealth Planning, Risk Planning0by Client First Capital
272

Video FAQ: Do I Need an Immediate Annuity?

This week’s question is, “do I need an immediate annuity?” And, the answer is that it depends on how much risk you want to take on, what your time horizon…

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Top 5 Tips to Minimize Taxes on Investments During Retirement
October 25, 2020in Family Wealth Planning, Investments, Taxes0by Client First Capital
231

Top 5 Tips to Minimize Taxes on Investments During Retirement

At this time of year, it is important to review where you stand from a tax perspective to see if there are any opportunities to benefit your overall tax picture.…

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Impact Multiple Generations with a Tax-Efficient Education Fund Strategy
August 15, 2020in Family Wealth Planning, Taxes0by Client First Capital
423

Impact Multiple Generations with a Tax-Efficient Education Fund Strategy

This week’s key takeaways: How investing in education can help build and protect family wealth529 Plan Advantages529 Plan Pitfalls  Two weeks ago, I wrote about the changing landscape of education…

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July 4, 2020in Family Wealth Planning, Investments0by Client First Capital
429

Investment Themes

Key takeaways from this newsletter: Pensions are borrowing money to prop up returns Slowing growth and the potential for inflation Congress will need to work on another round of stimulus…

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Economic Gravity
May 9, 2020in Family Wealth Planning, Taxes0by Client First Capital
436

Economic Gravity

Key takeaways from this week’s newsletter are: Fortune 100 companies are actively looking to reduce their real estate footprint. Economic Gravity – a disconnect from market to main street. April has…

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Client First Capital 1-Year Anniversay
April 18, 2020in Charitable Giving, Estate Planning, Family Wealth Planning, Investments, Risk Planning, Taxes0by Client First Capital
208

Client First Capital 1-Year Anniversay

Wow that went by fast.  First, I want to say thank you to all my clients.  We have been extremely blessed and continue to grow; thank you for your trust…

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    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
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