The American Rescue Plan of 2021, intended to drive $1.9T economic stimulus and provide fiscal relief in response to the ongoing COVID-19 pandemic. Here are some of the key facts…
Category: Taxes
Managing your Retirement Income and Withdrawals
Most people know that the sooner you begin saving for retirement the better, but not many people have thought ahead and prepared for the impact of taxes in retirement. To…
Your Kids are Grown – Here are 5 Ways You can Help Them - Preserve and Grow Their Wealth!
Your children are grown, they have a stable source of income, and are navigating through life milestones. It might be time for you to check-in and help set them up…
2021 and Beyond: Key Tax Impacts from the Biden Administration to Consider
It’s a new year with a new administration and President Joe Biden has proposed many changes that could impact your taxes. We have pulled a few of the key features…
Tax Planning for People with Concentrated Positions
Sometimes when you’re accumulating wealth, your portfolio could become tied to one or more specific assets. When that happens, you’ll have what’s known as a concentrated position. In this post,…
The History of Taxation in the US
As the actor and comedian Will Rogers once said, “The difference between death and taxes is death doesn’t get worse every time Congress meets.” If you’ve ever been curious about…