Financial Dashboard Online Vault
Financial Alternatives

Financial Alternatives News and Insights

Integrated Wealth Management
Posts in Planning
Planning Newsletter - Oct 2018

If you have not already completed your year-end tax planning, now is the perfect time to do so. Don’t wait until December when the holiday rush kicks in and you and your advisors have less time to devote to this very important task.

Read More
Planning Newsletter - Apr 2018
  • The amount you can pass without owing estate taxes essentially doubled as of January 1st thanks to the recently passed Tax Cuts and Jobs Act of 2017.

  • This estate tax provision will expire at the end of 2025.

  • Estate plans based on prior tax law should be re-evaluated to ensure your intentions match the current law.

  • Older estate plans may ultimately cost your beneficiaries more in taxes and/or unnecessary recordkeeping requirements.

Read More
Planning Newsletter - Oct 2017
  • The 10 year anniversary of a record S&P 500 high point is upon us, with several other crisis period anniversaries like the Lehman bankruptcy coming in succeeding months.

  • Reflecting on your experience back then and looking at the recoveries of other financial crises can help prepare you for the next one.

  • The recent tax proposal would significantly change income taxes, but there are many important provisions that have not been specified.

Read More