Blog | Revolutionizing Wealth Management

Taxes

Tax-Advantaged Strategies for Funding College

When it comes to paying for college for kids or grandkids, wealthy families often have the luxury of simply writing a check and not worrying about financial aid or loans.…

AdvicePeriodJuly 26, 2022

Taxes Investing

Trim Your Tax Bill With Tax-Loss Harvesting

Nobody likes investment losses, but they come with a silver lining: They can help you slash your tax bill. The tax code allows investors to use losses realized when investments…

AdvicePeriodJuly 26, 2022

Life Insurance

How to Use a Trust Strategically to Shield Life Insurance Policies

Life insurance can be a key financial asset for families, so much so that policies are often placed in a specialized type of trust called an irrevocable life insurance trust…

AdvicePeriodJune 23, 2022

Sudden Wealth: How to Make It Count

Coming into substantial wealth—whether through an inheritance, business sale, large severance package or other means—can mean a lifetime of financial security and the freedom to pursue your dreams. But failure…

AdvicePeriodMay 16, 2022

Taxes

Discover the Advantages of Year-round Tax Planning

April has come and gone, and, assuming you’ve filed your taxes on time, you can forget about the IRS for a whole year, right? Actually, to effectively preserve and build…

AdvicePeriodMay 15, 2022

News

Don’t Avoid “The Talk” About Inheritance

U.S. households are in the midst of an astonishing wealth transfer: over the next 23 years, $84.4 trillion will be transferred to heirs and charities.1 In too many cases, though, estate…

AdvicePeriodApril 18, 2022

Taxes News

Tax Advantages of Roth IRA Conversions

No one likes paying more taxes than necessary. When it comes to retirement investment accounts, one way to potentially pay less over the long run is to convert a pre-tax…

AdvicePeriodApril 18, 2022

News

6 Reasons to Review Your Insurance Policies

Wealth is painstakingly built but easily lost. Accidents, lawsuits, medical crises and other surprises can swiftly wipe out the most carefully laid financial plans. That’s why life, property/casualty and long-term-care…

AdvicePeriodMarch 23, 2022

Estate Planning News

Federal Estate and Gift Tax Exemption to Sunset in 2025: Are You Ready?

The window for you and your family to transfer wealth to heirs and charities is wide open right now. For 2022, the federal estate and gift tax exemption stands at…

AdvicePeriodMarch 23, 2022

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Trim Your Tax Bill With Tax-Loss Harvesting

How to Use a Trust Strategically to Shield Life Insurance Policies

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