by Louis Odette | Mar 6, 2025 | Financial Planning
As we settle into 2025, the new year brings fresh opportunities — and deadlines. From healthcare to taxes, we’ve gathered critical deadlines, planning windows, and age milestones to remember so you can proactively prepare for what’s coming next and support your...
by Louis Odette | Jan 3, 2025 | Investment Commentary
The U.S. dollar and stocks have performed strongly in recent years. Still, the principle that “past performance doesn’t guarantee future results” underscores why creating a balanced, diversified investment portfolio is essential in providing resilience against future...
by Louis Odette | Oct 2, 2024 | Uncategorized
Federal estate taxes are a critical concern for clients with large estates, often managed through advanced tax planning strategies like the lifetime estate and gift tax exemption. This exemption allows you to pass a specified amount of assets to your heirs without...
by Louis Odette | Sep 25, 2024 | Financial Planning
What Are the Benefits of a Donor-Advised Fund for Investors? If you’re a charitably inclined investor, a donor-advised fund (DAF) offers several advantages while helping you achieve your giving goals. Akin to a personal charitable foundation, this type of investment...
by Louis Odette | Aug 29, 2024 | Educational
How Home Improvements Can Help Reduce Capital Gains Taxes for Qualified Homes Smart tax planning can help you save significant money when you’re ready to sell your home, and leveraging home improvements is one strategy. Here’s how it works: If you’ve undergone a home...
