Intra-Family Loans: The Family Bank
Intra-family loans are a way to help children or other family members finance major purchases at an advantageous interest rate. They’re also a good way to transfer wealth with a [...]
Key Things to Know About Social Security
Social Security is straightforward, right? No, not at all! There are many things to consider before taking benefits. We generally recommend that a married couple delay benefits for the higher [...]
Offsetting a Tax Bracket Bump with Qualified Charitable Distributions
The close of the year is an important time to consider liabilities and other tax events that may affect your eventual filings. Among them are your IRA required minimum distributions [...]
Retirement Planning – Will You Have Enough?
What is retirement planning? Retirement planning involves an analysis of the various choices you can make today to help provide for your financial future. To make appropriate choices, you need [...]
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each [...]
How to Compare Tax-Exempt and Taxable Investment Yields
We are frequently asked how to compare the yield on a tax-free bond with the yield on a taxable investment. For example, what taxable yield would you have to get [...]