Death and Taxes: The Hidden Surprise in the Biden Green Book Tax

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.

Mark Rehn, Tax and Estate Planning Advisor Has the Foresight to Plan and Consistency to Succeed

Mark Rehn and his wife

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.

What to Know about Legal and Financial Planning for Alzheimer’s Disease

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.

Signing up for Medicare at Age 65 is Critical for Your Long-term Financial Plan: Avoid These Common Mistakes

signing up for medicare at age 65 - older couple talking about documents - web

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.

Why Asset Protection Is Key to Alzheimer’s Financial Planning

Elderly woman in wheelchair with Alzheimer's with daughter - Stableford-web

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.

Luck and Skill Investment Strategy When Picking Mutual Funds

investment strategy - man showing graphs in paper to woman

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.

Stableford