Planning your path to prosperity.
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.
Having a joint account may seem like a no-brainer, or is it? What factors should be considered when you and someone else are planning to jointly own an asset? Take a look at this infograph:
Now that summer has (un)officially ended, we are entering a relatively quiet period before the busy holiday season takes over much of our time, it is a great time to do some year-end planning, particularly those that have a expiration date of December 31. Income Tax Mitigation By this time of the year, you should […]
The global markets were spooked by the surprised Brexit vote to leave the European Union (EU) after four long decades. All domestic indexes have opened sharply lower, but the question remains: should you panic?
Inspired by you, our clients, about how to best allocate your time and make the transition into retirement smooth and seamless, we have come up with the perfect schedule, illustrated in an infograph format. Take a look 🙂 We look forward to more amazing inspirations from you!
Over the long holiday weekend there was a gathering of close friends at our house, and the conversations somehow landed on Social Security. It quickly became clear to me that there is ample confusion on this topic, even from people who are educated and professional (one of our friends is a CPA). In this is […]
It is official! Summa Global has joined the exciting world of blogging, we have given it an impeccable name — The Insomnia Cure! We will be covering a wide variety of personal finance topics, and doing so in a simple and short format (time is an extremely scarce resource). Here are three main goals we […]
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