by Louis Odette | Jan 21, 2026 | Financial Planning
It’s not just what you invest in, it’s where you hold those investments. The savings vehicles you use to hold your assets are a critical factor in enhancing after-tax returns. Hear Louis explain the tax planning techniques our wealth management team uses when...
by Mark Duvall | Jan 5, 2026 | Financial Planning
In estate planning, reducing taxes is a primary concern for many clients with significant wealth, and certain trusts can help achieve this goal. For example, a qualified personal residence trust (QPRT) is an irrevocable trust high-net-worth families may use for tax...
by Ann Timoney | Dec 30, 2025 | Financial Planning
If you are unfamiliar with various tax planning 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. We will clarify key information for giving or receiving money, when to get...
by Mark Duvall | Nov 25, 2025 | Financial Planning
If you’re nearing retirement, you may be considering your income sources, including Social Security. You have options for when to claim your benefits — so when is the right time? As with most financial planning decisions, the answer will depend on your unique...
by Mark Duvall | Oct 30, 2025 | Financial Planning
As an Apple employee or tech professional, you may have the option to retire early, which is an exciting prospect. Still, deciding whether to do that involves various considerations, including how your home and other real estate investments may impact your decision....
by Ann Timoney | Oct 29, 2025 | Financial Planning
Sudden emergencies, such as medical bills, home repairs, or layoffs, can quickly constrain your cash flow. If work in tech, such as being an Apple employee, your industry’s volatility and reliance on company stock value may put your finances at further risk. In these...
