Insights
Tax Strategies for Career Professionals and Pre-Retirees
Looking for ways to reduce your taxable income is important whether you are beginning your career or have been working for twenty years. Here are some options to consider as part an overall tax strategy. Remember, an overall tax strategy...
5 Steps for General Tax Planning
Most of us are familiar with tax preparation – the act of pulling together our annual income and expenses to complete our tax returns or pass the information on to our accountant or tax preparer to complete our returns. Tax preparation...
Webinar Replay: Second Quarter 2022 After a Weak Second Quarter, What Comes Next?
After a weak second quarter, what comes next? What's driving your portfolio strategy right now? The team from Chase Investment Counsel held their second quarter 2022 webinar which included updates on the stock market, how that is driving...
Wealth Transfer Checklist
Are you seeking to transfer wealth as tax-efficiently as possible? Regardless of your life stage, there are several options to consider. Take the time to plan out your priorities, and once you’ve identified your goals, you can begin the...
Planning for Tax-Efficient Wealth Transfer
It’s sometimes referred to as the “Great Wealth Transfer”. As baby boomers turn 65, their attention turns more towards wealth transfer rather than accumulation. And how much has the baby boom generation accumulated? Estimates vary from as...
Five Easy Generational Wealth Transfer Tips
Have you ever thought about how you can transfer wealth immediately, without facing any tax consequences? Perhaps the best-known way of transferring wealth tax-free is by giving money or assets to a qualified charitable organization....
Key Questions for Investors in 2022: #1 Should I Stay in the Equities Markets?
After two strong years in equity markets investors may well be echoing The Clash and asking themselves “Should I stay or should I go?” For most investors, the answer is a qualified “stay.” Over many years, equities are winners versus...
Financial Planning After Major Changes in a Woman’s Life
Some of the most stressful life changes for women include the death of a spouse, divorce, and retirement. Every woman handles things differently, so there’s no “one way” to do financial planning at every stage in life. But here are a few...
Financial Planning in the Early Stages of a Woman’s Life
Financial planning is about more than just investing, but the same skills that make women better investors can also serve them well when it comes to financial planning. Because women face different challenges at various stages in life,...