by Asset Strategy | Jun 28, 2023 | Real Estate, Taxes & Tax Planning
Capital gains tax looks at the positive difference between an asset’s sale price and its original purchase price or cost basis. This type of tax is highly relevant to real estate transactions as properties often appreciate over time, potentially leading to...
by Asset Strategy | Jun 26, 2023 | Financial Planning, Financial Wellness, Retirement Planning
As life expectancies increase and the concept of retirement evolves, it is essential to prepare for a potentially longer and more dynamic period of life after leaving the workforce. Retirement planning has evolved beyond merely saving for a short period of leisure; it...
by Asset Strategy | Jun 22, 2023 | Retirement, Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits. Making the right decision for you can have a meaningful impact on your financial income in retirement. Before considering how personal circumstances and...
by Asset Strategy | Jun 21, 2023 | Financial Planning, Forbes
Thirty-seven million student loan borrowers will be required to resume their monthly payments in October, more than three years after the federal government paused them due to Covid-19. I paid off $300,000 of debt, including $72,000 of student loans in three years,...
by Asset Strategy | Jun 20, 2023 | Financial Planning
Retirement planning is a crucial process that requires careful consideration of various factors, including investment options, risk tolerance, and fees. Fees are an essential aspect of retirement planning, as they can significantly impact the overall value of...
