Holding stocks in retirement accounts A major component of a successful retirement portfolio stocks. To build a nest egg large enough to fund your life in retirement, which could last 30 years or more, you will need the… July 31, 2015
Tax Implications of retiring abroad Retiring abroad while retaining your US citizenship may seem like a dream. Without careful planning and help from international tax advisors, unexpected foreign taxes can put a sizeable dent in your retirement income.… July 31, 2015
Summertime Tax Tips Summertime is ideal to reassess your tax strategy and overall income situation and look to rectify mistakes made during the tax season and stay in good stead for the rest of the year. Here… July 31, 2015
Trim the fat off your workflow Firms are offering clients full-scale business advisory services that allow them to switch to more efficient business processes. As a trusted advisor to clients, practitioners also need to lead by example by operating at peak… July 31, 2015
What to know about credit reports When building your credit or being vigilant about avoiding identity theft, it is important to check your credit report regularly. While the credit score may be the most talked-about item on your credit report,… July 31, 2015
Maximize your tax refund! Tax season is a stressful time for millions, but for the population which will receive tax refund, it could well be termed a joyous time. The tax refund is nothing but money coming back… July 31, 2015
Creating an emergency fund The thing about emergencies is that we do not see them coming. The first step to counter the unforeseen is to prepare financially for the possibility. Having the money required to pay the medical… January 28, 2015
Asset location – strategy to reduce taxes on investments Asset location is a tax management technique where an investor places the most tax-efficient investments in the least tax-efficient account type and vice versa to reduce near-term taxes. Both asset allocation and asset location are important… November 21, 2014
Tax Challenges for 2014 year-end With the New Year 2015 fast approaching, there are some year-end tax challenges and opportunities that need careful review. Here are some tax-saving tips that will help save taxpayer money if acted upon before year-end.… November 21, 2014
Reverse Mortgage A reverse mortgage is typically used to get cash out of your home. Instead of borrowing to buy a home, you are borrowing against a home that you already own. This allows you to use… November 21, 2014