Why wait to transfer wealth? A strong family wealth management plan can include gifting in the present with limited tax liabilities. Top tips to maintain control and see the benefits now.
Creating a legacy means planning for all aspects of the future, and a living will is the best way to take the guesswork out of your medical care. Stableford receives numerous questions on the living will topic each year. We’ve asked Nikki Polistina, Director of Client Relations and CERTIFIED FINANCIAL PLANNER™ to respond to a few of the most frequently asked questions in this article.
You want your trusts and wishes to reflect your journey at its current path while keeping an eye on the future. Trusts help you and your family – whomever it includes – enjoy the wealth that you’ve spent your lifetime accumulating.
Do you know the most important aspects of estate planning? While every financial situation is different, this article covers ways to protect your beneficiaries and your investments. Ultimately, the consensus is clear: keeping a current estate plan is a must and prepares your loved ones for the unexpected.
Understanding the changes made to tax laws as they happen should be an essential part of your tax planning strategies. Stableford Capital’s tax services can help prepare you to comply with the changes and maximize the benefits of your personal tax return or business tax preparation – it’s not what you make, it’s what you keep.
It can be tough to find a financial advisor who understands your unique situation AND helps you work toward your goals. Learn how to sort through the top asset managers to find one right for you.
Whether you are currently working and planning for the future or quickly approaching retirement, financial planning is an essential part of a year-end tasks. Q4 is a great time to review your current asset allocations, investment opportunities and taxes to set you up for a prosperous new year.
Wondering if you should invest in the cryptocurrency market and if so, when? You’re not alone. The idea of cryptocurrency has intrigued some investors while turning others off as they see it as a risky investment. Cryptocurrency investment is an ever-evolving hot topic and something to watch closely.
As we have witnessed from the recent market fluctuations, active management continues to play a key role in helping to preserve wealth. We have made some changes in October, such as cutting back our exposure to banks and adding some more value-oriented positions as a part of our overall capital preservation investment strategies. Read the specifics of the changes we’ve made.
There are two important tools to be aware of that can both minimize your taxes AND bolster your retirement investment plan. Is a backdoor Roth or Rich Person Roth right for your retirement investment plan?