Editor’s note: This is part six of a seven-part series. It dives more deeply into the second strategy for defusing a retirement tax bomb, implementing asset location. If you missed the ...

Q: How would you recommend allocating assets and rebalancing over a variety of accounts? My wife Rita and I have two tax-free savings accounts (TFSAs), two registered retirement savings plans (RRSPs) ...

Editor’s note: This is part five of an ongoing series about using trusts and LLCs in estate planning ... assets in the state where the DAPT is statutorily formed, though the asset location ...

As a wealth management group embedded in an accounting firm, we’re often asked about tax-efficient strategies to maximize ...

Financial planners have seen it all while working with clients ... Bird said, “I help my clients reduce their tax bill by ...

Trust companies can provide a wealth of services to clients from one convenient, centralized location ... trust assets, fees for executing transactions, and charges for financial planning or ...

A business.com editor verified this analysis to ensure it meets our standards for accuracy, expertise and integrity. Most construction firms have multiple ongoing projects simultaneously, each with ...

Jean Folger has 15+ years of experience as a financial writer covering real estate, investing, active trading, the economy, and retirement planning ... manage their assets to minimize risk ...

Asset Allocation + Consistency ... vice president of planning and growth solutions at Avantax. This is why it's not enough to just have a financial plan; you need a "tax-intelligent financial ...

You don't necessarily need a specific problem in order for an expert to give you a helping hand, instead financial planning could ... and can be sorted by location. If you are considering ...

Plan for the use of current or future excess cash flow. If it’s spent to fund your lifestyle, it’ll be a one-time benefit. If you take the growth and invest it into the property or other investment ...

Family members can get paid to be caregivers for their elderly parents through Medicaid, VA benefits, long-term care ...