“Off the Wall” Blog
Optimize My Taxes
If wealth and taxes are not your expertise, you may be feeling a bit overwhelmed and in the dark. Studies show that as individuals come into newfound wealth, stress levels tend to rise as they wonder, what am I missing? Am I doing everything I can to protect and build my family’s wealth? That’s where tax-efficient strategies come into play.
Just because you have money, doesn’t mean you want it to be handled inefficiently. Understanding how to optimize your wealth for tax efficiency is a major concern that we address in a comprehensive Private Wealth Design, talking plainly and honestly with our clients, dispensing with Financial Advisor B.S. and jargon.
Articles on Optimizing Taxes
Tax-Deferred Accounts: Where to Hold Your Retirement Cash
When saving for retirement, many people use a combination of tax-deferred and taxable investment accounts to boost retirement savings. But how should you allocate your portfolio between them? Is it...
Tax-Deferred Investing Matters More Than Ever
There’s an anonymous quote that is very fitting given the new realities of our current tax environment, “I’m putting all my money in taxes — it’s the only sure thing to go up.” Yes, taxes have gone...
Where Money Can Go When You Die
Death, taxes, and your cash. Given the current environment, a lot of people ask me, “Dave, what do you think is going to happen with the fiscal cliff?” My response: I have no idea. Seriously. And...