Personal Finance
Personal Finance: Step 1: How to Start Getting your Financial Life Organized
This post is the first in a series of personal finance blog posts. Over time, we’ll walk through how to think about and approach personal finance and investing in a step-by-step way. I’ll include several ‘starter’ posts on how to approach personal finance and investing. I’ll also have a “101” post on how the markets work, and additional special topic areas including estate planning considerations, how to talk to the next generation about money and investing, taxes, and charitable giving. read more...
Be Alert: Anticipating Potential Tax Changes
Proposed changes to the US tax code have the potential to impact individual income tax rates, corporate rates, capital gains rates and step-up, estate planning and gifting. While we don’t know definitively what the final updates to tax policy will be, in the spirit of being informed and prepared, we’ll detail the major proposals below […] read more...