Managing your life savings is no easy project.
Irrevocable Life Insurance Trusts (ILIT) have been in use for decades as a strategy to lower estate taxes. However, since the Tax Cuts and Jobs Act of 2017 doubled the estate tax exemption (currently $12.92 million per person), these tools have fallen out of favor since fewer people expect to exceed these larger limits.
Trying to decide between individual bonds, bond funds or bond ETFs? Learn about the differences in this article.
Discover how an IRA and self-directed 401(k) plans can increase your investment options, which can be an ideal formula for increasing wealth.
Learn how to maximize your wealth and reduce your taxable estate with a spousal lifetime access trust (SLAT) in this comprehensive guide.
Discover Charlotte's best wealth management for financial growth. Maximize your money with expert insights for optimal financial planning success.
Financial planning in today's uncertain world can seem daunting. Find out if $2 million is enough to retire or if you'll need more for a comfortable retirement.
Discover how high net worth individuals can maximize their Social Security benefits through effective claiming strategies and optimization techniques.
When you’re looking for financial planning in Charlotte, NC, you face a dizzying array of choices. You’re wise to be researching the topic. That’s because it is critical to choose the right partner to help you navigate the complex world of wealth management.
Considering converting your traditional IRA to a Roth after 60? Learn about the implications and find out if it could be the right move for you.
The markets have changed....discover the key differences between stocks, bonds, and mutual funds and how they work in today's modern markets.
If you're exploring ways to protect your wealth and ensure your estate is passed down efficiently, you may have come across Intentionally Defective Grantor Trusts (IDGTs). Despite the complex name, the concept is all about maximizing wealth for the next generation.