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…
Category: Family Wealth Planning
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.…
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…
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…
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…
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…