The Golden State Warriors stormed to their second NBA championship in the past three seasons, topping the league in both offense and defense. The Warriors’ accomplishments in recent years have been remarkable, and it seems likely that we will be witnessing an era of continued dominance by this incredible team. What I have found most […]
A Quick Comparison Between the College Savings Plan & the New ABLE Plan
The ABLE Act (an acronym for Achieving a Better Life Experience) was passed in 2014 to help individuals with disabilities and their families better deal with the expenses that are an essential part of daily living, without negatively affecting their eligibility for public assistance. Many states have since created programs to benefit these folks, which are […]
How to Boost Your Retirement Security
Today, many Americans’ retirement dreams are dependent upon two crucial incomes: Social Security benefits and personal savings—in tax-qualified retirement accounts, in personal, taxable formats, or a combination of both. As of 2014, the Social Security OASI Trust Fund had over $2.6 trillion in reserves,1 while aggregate retirement assets approached $25 trillion in first quarter of […]
2 Superpowers Clients Believe We Possess (and 2 We Actually Do)
For thousands of years mankind has been obsessed with extraordinary abilities that, absent fictitious elements, are indeed extremely rare in this world. It is not just a modern-era, Western-only phenomenon—the Chinese culture has long had saints, gods and goddesses, and the like with unique, jaw-dropping abilities.1 This love for superpowers is ubiquitous and wished for […]
Contemplating a Move to Canada? Assess These Critical Financial Planning Considerations
Many of us joked about moving to Canada if Mr. Trump won the presidential election, which he did this week. Subsequently, the Canadian immigration website was overwhelmed with traffic and crashed shortly after the election result was announced. Whether there will be an exodus of Americans remains to be seen, and those seriously thinking about […]
Where Do the Presidential Candidates Stand on Tax Policies?
The presidential election is less than three weeks away, one of the items that has been discussed by the two leading candidates in relative details is their tax policies. We have summarized the key points pertinent to the personal income tax realm in the following table.
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