Money and comfort may not be words you readily associate with one another—or perhaps you only do through wishful thinking. Here’s how working with a financial coach can help you bridge the gap between the two.
Tax season is perhaps the most widely hated time of the year. It’s annoying and, for many, expensive. But despite its unpopularity, some people are determined to make it even worse: tax scammers.
There are many different types of trusts that can help alleviate the effects of gift and estate tax and direct the flow of your wealth transfer. By designing a well-planned trust strategy, you can transfer your wealth in the most efficient way possible.
Philanthropy is an important aspect of generational wealth transfer because it allows you to earn income tax deductions and to transfer money out of your estate to avoid additional estate taxes.
If you’re like most people, the code “H-1B” is unfamiliar to you. Pressed for an answer, you might guess it’s a strain of influenza or a part number for your car engine. But despite its obscurity, the tag H-1B could have some huge implications for American workers and the global economy.
Over the past year, there has been increasing buzz in the financial industry surrounding new regulation from the Department of Labor (DOL). The “Conflict of Interest Rule” proposed by the DOL seeks to apply a “fiduciary standard” to any financial advisor who makes recommendations about clients’ retirement accounts.
