One of the most critical decisions you can make regarding your retirement is when you choose to claim Social Security. Deciding when to claim Social Security can make a difference in your monthly bottom line. Before You Retire Your monthly Social Security Benefit amount is calculated based on the number of years you have worked… Read More Social Security: Choosing When to Claim
Trump just signed the One Big Beautiful Bill Act, enacted on July 4, 2025. Here is your quick guide to the changes and updates: [1] Tax Brackets Stay Low Tax rates were set to adjust to: This Bill keeps rates locked in at the lower rates, permanently. [2] Higher Standard Deduction The 2025 baseline: And… Read More Quick Guide to New Tax Laws
The best tax-sheltered investment vehicles depend on your financial goals, income level, and tax situation. Here are some of the most effective options: Retirement Accounts (Tax-Deferred or Tax-Free Growth) Health & Education Accounts Insurance-Based Vehicles Real Estate & Alternative Investments Business & Trust Structures Each of these vehicles has specific rules, contribution limits, and tax… Read More The Best Tax Shelters
The role of a financial planner is to help you and your family figure out how to best save earnings, retain value, grow holdings and meet long-term financial goals. Planners should provide short- and long-term expectations with the same portfolio, which can be quite an undertaking. The value of the planner is that he or… Read More 6 Questions You Should Be Asking When Hiring a New Financial Planner
1. Review Realized Gains & Income to Date Understanding your earnings from work is usually straightforward, but tracking what’s happening in your investment portfolio can be more complex, especially for busy professionals. Ideally, it’s wise to monitor your portfolio throughout the year to stay on top of potential tax liabilities and determine if estimated taxes… Read More 5 Year-End Tax Planning Strategies for High Income Earners
Working with a trusted financial professional is important when it comes to strategizing and preparing to meet your financial goals. But as most of us handle money on a daily basis, it’s important to have an in-depth understanding of the fundamentals of financial literacy. Below we’ve identified five financial basics everyone should know. Understanding these… Read More Do You Have These 5 Financial Basics Down?
As an executive, it’s likely that you’re feeling pressure to put together an estate plan. Because of the unique way you may be compensated as an executive, there are details to identify that not everyone else needs to focus on. Your accumulation of assets is more than likely in a variety of contexts, including real… Read More Estate Planning for Executives
Budgeting has long been known as a key way to ensure your expenses don’t outweigh your income. However, despite its benefits, only about one-third of Americans and one-half of Canadians maintain a household budget.1,2 While the reasons for this vary, one could argue that a lack of financial education in our grade school years could potentially… Read More Rule of Thumb: The 50/20/30 Budget Rule
Keith Weiss CFP® 