In retirement planning, one thing is clear – when preparing for the future, there’s no one-size-fits-all solution. This especially applies to high-income earners, who often have more complex financial portfolios and other unique considerations to weigh. For those fortunate enough to enjoy a high income, the stakes are higher, and the choices are more significant. At […]
When you have a complex tax situation, there’s likely so much on your mind heading into tax season. Here are a few tips to keep in mind before filing your 2021 tax return. 1. Prep For An AMT Tax Bill Alternative Minimum Tax (or AMT) is a parallel tax filing system designed to ensure that […]
You’re investing for retirement, paying off debt, building up an emergency fund, saving for your kid’s college, and checking all the top financial boxes—now what? If you’re running a surplus each month, it’s so easy to simply funnel money into the basics (401k, IRA, etc.) but is that the best way to truly maximize your […]
Have you ever seen a GROUNDHOG poking its head out of the ground? What you see is a cute little groundhog poking his head out of his burrow. What you don’t see is the complex web of precisely engineered burrows — hidden from sight. These “hidden strategies” are what allow the groundhog to live a […]
