Advisors are considered people's most trusted source for guidance According to the latest findings from Northwestern Mutual's 2021 Planning & Progress Study, U.S. adults aged 18+ say financial advisors are the most trusted source for financial advice. This represents a reversal from 2020 findings when people said they trusted themselves most. Americans' most trusted sources … Continue reading Quick Bite – After a Year of Uncertainty the Value of Professional Financial Advice Goes Up
Tag: Wealth Management
If you’ve thought about starting your own business, the time is now
4.4 million new businesses were created since lockdown began, far exceeding historical norms Have you thought about starting your own business or creating a side hustle? If you have, according to the Census Bureau you aren’t alone. More than 4.4 million new businesses were created since the lockdowns began, and while an uptick during a … Continue reading If you’ve thought about starting your own business, the time is now
Financial Experts Caution Biden’s Capital Gains Proposal May Impact Small Business Owners
President Biden is asking Congress for higher taxes on inherited properties. As is being discussed across news channels, this may impact family with more than $1 million in gains. Financial experts recommend estate planning strategies now, to avoid a surprise tax bill later. What’s on the table: Tax inherited property gains at death which targets generational wealth transfers. Photo by Ketut Subiyanto … Continue reading Financial Experts Caution Biden’s Capital Gains Proposal May Impact Small Business Owners
