Estate and Financial Planning Ideas in a Low Interest Rate Environment
Making lemonade out of lemon: Stock market volatility and low interest rates create estate planning opportunities.
Maximize Your 401(k) With These Mutual Funds - Here are my four favorite types of mutual funds to own in a 401(k).
Get the most of your 401(k) mutual funds.
Exchange Your Company Stock without Incurring Taxes - Here's how to diversify employer stock risk without incurring income taxes
Year-end Financial Planning Reminders for Executives
Executives have many opportunities to save on income taxes, here are my top planning considerations for year-end.
If You're Doing Tax Loss Harvesting, Here's Why You Need to Know Your State's Tax Rules
Harvesting losses that are not used in the current year may cause greater harm in a state that disallows loss carryforwards.
Lower Your Income Taxes by Using a Donor Advised Fund for Charitable Contributions
While donor-advised funds can be a great way to give to a charitable cause and grow your investment portfolio, they function differently than traditional charitable donations. Find out how it works before starting yours.