Wealth taxes do not only include income tax. Did you know that there are different types of taxes for high net worth individuals? Among the many types of “wealth” taxes, some of the largest tax bills can be sourced to estate tax, gift tax, trust tax and alternative minimum tax. Understanding the different types of […]
5 Types of “Wealth” Taxes Read More »
This father used the power of investing to achieve financial freedom and help his family become first-generation millionaires.
How the Founder of Worth-Life Balance Went From Welfare to Millionaire Read More »
Here are 10 Bible verses that provide guidance on how to invest, how not to invest and how to steward our investments.
How to Invest Biblically: 10 Bible Verses About Investing Read More »
Mary J. Blige is an American icon who has written songs that help us navigate relationships, finances, and life.
5 Financial Lessons We Can Learn from Mary J. Blige Read More »
An index fund seeks to track the returns of a market index. Here are answers to 5 FAQs about these popular investment vehicles.
5 Frequently Asked Questions About Index Funds Read More »
ETF is an abbreviation for “exchange-traded fund.” These funds can be traded on the market and often track different indexes and sectors. Vanguard’s VOO, for example, is an ETF that tracks the S&P 500 index. ARKQ, on the other hand, is an ETF that tracks the tech and robotic sector. ETFs can be used across
Understand These 3 Types of Fees Before You Invest in ETFs Read More »
Hiring your child is a great way to give your child a head start in life while also reducing your tax bill.
6 Things to Consider Before You Hire Your Child As An Employee to Save on Taxes Read More »
An estate plan is a tool available to you to protect, and deploy your assets while you are alive, and ultimately to direct the dispersal of your assets after you die.
Estate and Trust Attorney Interview: Why is an Estate Plan Important? Read More »
Many wealthy families set up a charitable vehicle to carry out their philanthropic legacy. Often, these families choose the private foundation as their vehicle of choice. For instance, the Gates Family, Rockefeller Family and other billionaire families created a private foundation to carry out their philanthropic endeavors. Even so, the Metaverse leaders deviated from the
6 Things to Know About Charitable LLCs Read More »
When giving is part of your tax strategy, you want to make sure each charitable contribution is eligible for a tax deduction.
Charitable Contributions: Your Guide to Tax Deductible Donations Read More »
