Financial Planning in Insurance is an essential part of estate planning. It protects your family and your legacy in the case of death, and it can be particularly important for people of wealth or those with complex financial assets.
As you are strategically planning for your family’s future or dealing with an unclear financial situation after a sudden loss, who you work with matters. While experience and knowledge are always paramount, in this particular situation, empathy is what to look for in a financial planner
Will you be able to deduct moving expenses in 2018, and how will tax changes to mileage and reimbursements affect your tax preparation? For the best strategies in your 2018 tax preparation documenting and deducting, reach out to Stableford Capital tax specialists today.
Wondering if your small business will be affected by the tax law changes and need to modify your business entertainment expense policy? There are a few key strategies small businesses can employ to spend and document wisely in this arena, leading to strategically paying fewer taxes.
Economic data tells us that we are in the later part of the business cycle. How can Stableford Capital help you use active investing late in the business cycle to grow your assets, without too much risk?
Stableford Capital addresses the “what is risk management” question clearly with a financial philosophy that cannot be emphasized too much.
Concerned about the uncertainty of the market and how it impacts your specific wealth considerations? Here are key terms for financial planning and analysis every investor should know. Plus three key benefits to seeking out a financial consultant during a volatile market environment.
You can’t know where you are going if you don’t appreciate where you’ve been. Part of Stableford’s 2018 strategy planning summit included a look back at our progress and accomplishments of 2017, as well as creating more benefits & ease of experience for our clients in the future.
Is a top down, big picture investment strategy better than choosing specific bottom up investment options? Stableford combines experience and a keen understanding of economic fundamentals to help clients select the best investment options.
If you file a tax return, you will be affected by the Tax Cuts and Jobs Act of 2017. This major tax reform makes changes across the board, from shaking up the seven individual tax brackets to classifying businesses. Those who will likely be affected most are business owners, since many of the 2018 tax updates change business tax preparation.