Tag Archives: tax implications

A growing movement of investors aspires to work for shorter periods, supercharging their savings and investing during their early years and enabling them to retire at a younger age than the generations before them. This strategy, referred to as Financial Independence, Retire Early (FIRE), may sound like a good plan, but it can be challenging […]

One of the most critical yet often forgotten steps in estate planning is preparing a surviving spouse to take over a family’s financial affairs. Even if you checked off all the boxes on your estate-planning to-do list, creating a will, properly titling accounts, naming beneficiaries and structuring assets for tax efficiency, your plan may fail […]