by Louis Odette | Oct 16, 2023 | Educational
PLANNING A MOVE? KNOW THE STATES WITH NO INCOME TAX Are you, clients, family or friends planning to relocate from one state to another? Are there appreciated assets intended for sale in the future that would produce a taxable capital gain? 9 states in the US...
by Louis Odette | Oct 9, 2023 | Educational
2023 YEAR-END GIFT PLANNING If you are unfamiliar with various aspects of gifting money or property and are concerned that receiving or making a gift will produce a taxable event, this article will help you. Here we clarify some key information for giving or...
by Louis Odette | Sep 28, 2023 | Educational
These days, it is critical to safeguard your sensitive personal information. Scammers, fraudsters, and other bad actors have developed increasingly sophisticated tactics to obtain your private data and access your finances or steal your identity. Here are a few best...
by Louis Odette | Sep 27, 2023 | Educational
REFRESHER: WINNING WITH CREDIT SCORES Are you familiar with what makes up your credit scores? How you manage your credit usage and account history has a huge impact on your scores. The top 3 numbers in the chart have the biggest impact. Credit scores...
by Louis Odette | Jun 15, 2023 | Educational
Tune-Up your Savings Plan for the Year Is your goal to max out your retirement savings contributions in 2023? Are you on track with salary deferrals or accumulating savings to do that? This writing is a mid-year reminder to check on your progress with...
