On the surface, you might not think investment losses play a pivotal role in your ongoing tax planning strategy. After all, you want to increase your returns, not minimize them. But making the most of your losses and turning them into strategic opportunities can actually help you if you know what to do. Let’s review […]
Your home has captured precious memories—holidays huddled by the fire, Sundays gathered around the table, and so on. Whether it is a quaint mountain retreat or a sprawling estate, a clear estate plan will make the process of leaving property to heirs that much easier. Here are some ways to go about this type of […]
As your career advances, you’ll likely encounter equity compensation. Having equity in your company is a great way to feel connection and purpose to the work you do. But equity compensation is hardly one size fits all. There are several different types, all of which could have a significant impact on your financial plan. One […]
