Blog
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies. Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an...
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition. Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years focused on their careers. For women approaching...
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit? Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should consider three important questions. The answers...
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options. Key Takeaways Some universities and major hospitals have huge endowments while your local shelter may struggle to keep its doors open. Sometimes...
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset. We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This transfer...
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance. Have you ever had to deal with a "white elephant"? Not the actual pachyderm, but what Merriam-Webster calls "a property requiring much care and expense yielding little profit" or, more simply,...
Ask Triangle – December, 2023
Market Updates. We’ve been encouraged by recent economic forecasts and numbers that indicate a softer overall inflationary impact. The unemployment rate fell to 3.7%, and U.S. nonfarm payrolls rose to 199,000 in November, a slight increase from the payroll gain of...
Social Security: Five Facts You Need To Know
Here are five facts about Social Security that are important to keep in mind. Social Security can be complicated, and as a result, many individuals don't have a full understanding of the choices they may have. Here are five facts about Social Security that are...
New Retirement Contribution Limits for 2024
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Keep in mind that this update is for informational purposes only, so please consult with an accounting or tax professional before making any changes to your...
