tax

Leap Year: A Blip on the Economic Radar

By EWM / February 26, 2024

Presented by: Executive Wealth Management Read Time: 3 MIN Leap year, with its extra day in February, might seem like a significant event, but its […]

What Is a 1035 Exchange?

By EWM / February 20, 2024

Presented by: EWM Tax Solutions Read Time: 3 MIN According to the most recent information available, Americans have individual life insurance with a total face […]

Health Is Wealth

By EWM / September 11, 2023

Presented by: Executive Wealth Management Read Time: 3 MIN You’ve probably heard the phrase, “Health is wealth,” and while it might seem like a simple […]

August: National Make-A-Will Month

By James Carolan, JD, CWS CTFA / August 8, 2023

Presented by: James A. Carolan, CWS®, CTFA | Sr. Estate Planning Attorney for EWM Legal Solutions Read Time: 3 MIN August is designated as National […]

6 Ways to Save Tax Dollars When Giving to Charities

By EWM / July 25, 2023

Presented by: Executive Wealth Management Read Time: 3 MIN Giving to charitable organizations is noble, demonstrating generosity, social responsibility, and a commitment to improving society. […]

Financial Resolutions

By Albert Herzog IV, CFP®, CRPC® / January 9, 2023

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more.