What you should know about the Green Book tax proposal – the first retroactive capital gains increase in U.S. history that may have far-reaching consequences.
This is the first installment of Mark’s Corner – estate and tax news you can use. Check back here in the coming months for the latest tax and estate changes that can affect your investments.
When thinking about the tax strategies that provide you with advantages that maximize your financial standing, a long-time professional like Mark Rehn should come to mind. His many years serving CEOs and global organizations as a consultant and Tax Director, along with the focus to earn a CPA, Juris Doctorate, and Masters degree in Tax Law offers assurance that he will have the dedication and focus to help you accomplish your goals.
Legal and financial planning for Alzheimer’s can be a fraught and difficult task. But when you spot early signs of cognitive decline, you can give yourself a window to begin planning for the most expensive parts of care. Work with Stableford Capital to address some of the financial challenges of an Alzheimer’s diagnosis.
Today’s competitive market requires business leaders to employ the tools that will allow them to make the best decisions, build the strongest teams, and embrace the best life. Discover the benefits of positive self-talk and why savvy leaders have it in their business-building toolbox.
Simplify signing up for Medicare at age 65 when you work with a financial professional at Stableford Capital. Avoid common mistakes and penalties with proper sign-up timing. Maximize your savings by being strategic with employer insurance coverage and HSAs before Medicare enrollment.
After an Alzheimer’s diagnosis, protect assets as part of Alzheimer’s financial planning to ensure that enough funds remain for long-term care and support.
Work with both financial and legal professionals to develop a plan for finances in the face of uncertainty. Strategize to continue earning from investments while protecting funds for the long-term.
Within our post-pandemic, recovering economy there are serious predictions of inflation. Learn what the different types of inflation mean for you and your investments. Work with Stableford Capital to prepare
What are NFT tokens and are they worth investing in? Non-fungible tokens are unique digital items that can be bought and sold with cryptocurrency. Talk to your Stableford Capital investment advisor about adding them to your investment portfolio.
REIT investing permits investors to profit from real estate investments without owning a single property. With similar or better returns compared to stocks, REITs are a popular option for diversifying your portfolio. Discuss your options with a Stableford advisor today.
Picking mutual funds that seem to have great returns may not be such a great investment strategy, since it looks like sheer luck (and not skill) is the key factor when it comes to a fund’s performance. Instead, look for an investment strategy that protects your assets, and factors in the unique risks of the market right now.
