You may have financial questions—most revolving around the accumulation, preservation and transfer of wealth. How do I build more wealth? How do I protect what I have? How do I transfer it tax-efficiently to my heirs? How do I structure my charitable giving for maximum impact?
Tim Starkey, a Certified Financial Planner® and Chartered Financial Consultant® with over 15 years of experience discusses these topics and more. Tim loves communicating with people about their wealth and helping them work towards achieving what is most important to them. Here, he discusses common money questions you may (or should) be wondering about.
Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.
The CARES Act was passed nearly eight months ago, but there's one benefit you may have overlooked. As you give to your favorite organizations this holiday season, keep this important change in mind.
Joseph R. Biden, Jr.'s win in the 2020 presidential election could have a profound impact on your estate and gift tax obligations moving forward.
In light of recent tax reform, we want to cover some of the biggest changes that were introduced and things to be thinking about as we approach year end.
With over 20 years in this business, I’ve never seen such a demand for more information about how elections have historically affected financial markets. So, we put together a 9 minute video to provide some context.
Stocks have been up — but unemployment has also risen. Why is that? Here, we break down the major differences between the stock market and the economy.
