Looking to conduct a review of your investments? Below is a five-point end-of-the-year housekeeping checklist. Suitability. When it comes to the world of investments, the most common types of assets are stocks and bonds—but they aren’t the only ones. There are alternatives like real estate and [...]
Trimming Your Tax Bill in 2025
The June 16, 2021 edition of the Washington Post carried this headline: “Cristiano Ronaldo snubbed Coca-Cola. The company’s market value fell $4 billion.” The incident in question had occurred a few days earlier, at a press conference in Budapest, where the soccer star was set to play in a [...]
A tax planning toolbox for retirement
Retirement, ironically, can take work. It requires us to restructure how we think about both our time and our finances. Tax planning, in particular, tends to take more of a center stage role. If you’re approaching retirement—or are already there—there are several tax strategies worth [...]
Change in plans
In 2014, an investor asked Charlie Munger—Warren Buffett’s second-in-command—why he wasn’t investing in Apple. Munger responded that, “No matter what their financial statements showed,” he’d never have a high degree of confidence in the company. “It’s just too hard.” Buffett agreed. But things [...]
SECURE 2.0 planning opportunities
In the waning days of 2019, Congress passed the SECURE Act, a law that delivered a mix bag of changes for retirement savers. Well, Congress has been busy, and at the tail end of 2022, a follow-up law, known as SECURE 2.0, was signed into law. The good news: There’s a whole lot included in this [...]
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