by Asset Strategy | May 10, 2023 | Forbes, Taxes & Tax Planning
Tax legislation might be hard to pass this year in a closely divided Congress, but that doesn’t mean that tax proposals will be in scarce supply. Recent hearings in the Senate Budget Committee and the House Ways and Means Committee offered the usual congressional...
by Asset Strategy | Mar 22, 2023 | Estate Planning, Forbes
The goal of estate planning is to ensure your assets transition to your loved ones after your death in an efficient manner while maximizing tax savings. There is no one plan for everyone – it depends on you, your family, your assets and your wishes. Unfortunately, not...
by Asset Strategy | Mar 1, 2023 | Forbes, Investing
It seems like bad news is inescapable these days. For much of last year, even good news about the economy was bad news for markets. Yes, 2022 was a terrible year for financial markets. In fact, it was the worst year ever for bonds (by a landslide) and the seventh...
by Asset Strategy | Feb 22, 2023 | Financial Planning, Forbes
A type of education savings account called a 529 plan is just one of several tools families can use to prepare for the growing costs of higher education. While these plans can be beneficial for almost anyone since they let funds saved for education compound on a...
by Asset Strategy | Feb 15, 2023 | Financial Wellness, Forbes
Wellness is a concept that has found its way into more and more corners of American life. At its heart, wellness is about adopting practices—like exercising more and eating healthy—that help you live a better life. These practices can also help you improve your...
by Asset Strategy | Jan 18, 2023 | Forbes, Taxes & Tax Planning
Although the stock market had a rough year in 2022, many long-term investors still have substantial capital gains on their taxable investments. Many projections for 2023 point to some positive stock market returns. If nothing else, expect more volatility...
