Category: Wealth Management

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    As Gaming Industry Levels Up, So Does Its Value to Investors

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    As Gaming Industry Levels Up, So Does Its Value to Investors

    Many investors are embracing the $160 billion gaming market. The industry is larger than the $43 billion box office, $60 billion video streaming and $19 billion music businesses combined.

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    Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

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    Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

    Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.

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    You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!

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    You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!

    My niece’s hard work in high school paid off, and she had many fantastic options for higher education. Despite being from New Jersey, she chose a liberal arts college halfway across the country in Texas and is about to begin her junior year there.

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    5 Risk Factors to Watch in the Third Quarter of 2021

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    5 Risk Factors to Watch in the Third Quarter of 2021

    Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.

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    What to Consider if You Receive the Monthly Child Tax Credit Payments

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    What to Consider if You Receive the Monthly Child Tax Credit Payments

    The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021. 

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    Knowing When to Update Your Estate Plan

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    Knowing When to Update Your Estate Plan

    From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.

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    How to Fit the Kids’ College into Your Financial Plan

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    How to Fit the Kids’ College into Your Financial Plan

    There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to pay dividends, the amount owed can seem insurmountable.

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    The Promise of the Biotech Industry and What It Could Mean to Investors

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    The Promise of the Biotech Industry and What It Could Mean to Investors

    I bet you’ve never heard of Dystrophic Epidermolysis Bullosa (DEB). It’s a rare disease where a person’s skin falls off! Areas that are often rubbed, like your elbow from sitting at a table or your thighs from wearing pants, become a constant battle. It’s painful, and patients suffer from frequent infections. The US spends about $400,000 per patient each year trying to repair the damaged skin, only to see a new patch fall off. Doctors can turn to antibiotics, steroids and skin grafts, but because this is a genetic disease, the underlying issue remains.

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    How to Finish Strong this Tax Planning Season

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    How to Finish Strong this Tax Planning Season

    Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed it. Tax planning is similar in the sense that you can put work in on the front end that you’ll reap benefits from later.

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    How to Make Sense of Retirement and Estate Finance

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    How to Make Sense of Retirement and Estate Finance

    Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

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