Learn about Structured Income Notes
Learn about Structured Income Notes and how they can be incorporated into your portfolio as a "buffer" strategy. Watch Video Now
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08, 2023
6
07, 2023
2023 ANNUAL LIMITS RELATING TO FINANCIAL PLANNING
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5
07, 2023
Forward Tax Planning Explainer Video
Why consider advanced tax planning and what can it do for you. My colleague, Antonio Lugo has put together a short video: WATCH VIDEO
5
07, 2023
Advanced Tax Planning Sample Report
Here is a sample of what forward tax planning can do for you! Joe Sample and Jane Sample 2022 - Forward Planning Tax Report
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06, 2023
Tax Planning
Tax planning doesn’t stop after a taxpayer files a tax return Just because a taxpayer filed a tax return doesn’t mean they should forget taxes until next year. What a taxpayer does now may affect the tax they owe or the refund they may receive next year. Here are some simple year-round tax planning [...]
22
06, 2023
Tax considerations when selling a home
Many people move during the summer. Taxpayers who are selling their home may qualify to exclude all or part of any gain from the sale from their income when filing their tax return. When selling a home, homeowners should think about: Ownership and use To claim the exclusion, the taxpayer must meet ownership and use tests. During the five-year [...]
14
03, 2023
Silicon Valley Bank Failure
CIO NOTE from Mark DiOrio, Brookstone Capital Management What Happened? Silicon Valley Bank was shut down by regulators on Friday, March 10. This is the second largest bank failure by size (unadjusted for inflation) in U.S. history. This is a standard regulatory practice when a bank begins to either have liquidity or solvency issues. Who [...]
14
11, 2022
Five helpful ways WOMEN can start to save more for retirement
What is the Financial Outlook for Women Planning for Retirement? The gender landscape across American industries is evolving. Today, women continue to make up nearly half of the workforce in the United States.1They own more than 12 million businesses2and are the sole or primary breadwinners for 42 percent of families with children under 18.3 But, [...]
13
10, 2022
Inflation Reduction Act and Medicare
As shared by Antonio Lugo: New laws are here! The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare. Is this deal a big deal? Could be. I'll wrap it up for you at the end. First, here are some Medicare changes you [...]
26
09, 2022
Should You Prepare to Retire on 80% of Your Income?
Examining a long-held retirement assumption.Provided by Carla MerlakA classic retirement preparation rule states that you should retire on 80% of the income you earned in your last year of work. Is this old axiom still true, or does it need reconsidering? Some new research suggests that retirees may not need that much annual income to [...]