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Financial Planning For High-Income Earners
Reduce Taxes • Invest Smarter

Treating the Symptom vs the Cause – The Student Loan Crisis

We’ve become a nation that treats symptoms versus the cause. Sometimes it’s necessary, but it feels like it’s become the default. Look no further than student loans. The student loan payments pause was extended again – potentially setting up a scenario for President...

Missing the Best Days in the Market

It’s the night of February 23rd and Russia is on the verge of invading Ukraine. The closing bell just rang, and every news source is talking about the pending invasion. CNBC just announced that the S&P 500 is down for the fourth consecutive day. Headlines like...

Trust Planning

Trusts are commonly used in estate planning and come in different flavors. The most common trusts are revocable and irrevocable – as well as whether the legal agreement is a living or testamentary trust. Understanding these concepts pay a key role in your estate plan....

Proposed Tax Legislation

The House Ways and Means Committee just released a draft of the Democrat’s highly anticipated tax legislation. While we’ll likely see changes to this version of the bill, I want to provide information on some of the most impactful changes – as we understand them...

10 Years of Contributions Could Fund Your Entire Retirement

“Contribute at least x% of your income” has been a widely adopted retirement savings rule of thumb. This strategy has provided tens of millions of retirees with a fruitful retirement. So why fix a method that isn’t broken? According to a Gallup poll, the average...

We’re Operating Within a Broken System

Pro Publica published a piece showing how the wealthiest Americans have gone years without paying income tax after obtaining a cache of IRS information spanning 15-years. The names in the article are some of the wealthiest people in the world - Jeff Bezos, Elon Musk,...

Prepare for the Enhanced Child Tax Credit

Starting July 15th, monthly Child Tax Credits (CTC) will go out to U.S households. The American Rescue Plan increased the credit from $2,000 to $3,000 for children aged 6 to 17 and $3,600 for children under 6. Per the IRS website, they will pay half the total credit...