Wealth Management
Congress is debating tax law, and change is coming.
The taper announcement finally came. In what had to be one of the most obvious press releases, last week the Federal Open Market Committee declared […]
A power of attorney (POA) is a legal instrument that delegates an individual’s legal authority to another person. If an individual is incapacitated, a Durable POA assigns a trusted party to make decisions and act on his or her behalf
No word does more heavy lifting in the English language nowadays than meta. If a comedian’s jokes aren’t very funny, we’re told that’s because his […]
“You know that being meant for more means so much more than filling your life with mere matter, with material things, with stuff and possessions […]
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.