The broad scope of tax legislation that has become law over the past several years has prompted many higher-income taxpayers to take a closer look at their tax situation. With the legislation tipping towards taxing the wealthy even more, the time is ripe right now...
Retirement can invoke mixed emotions in an individual. If you dislike the humdrum of work, traffic, deadlines, and meetings, retirement can be the best thing to happen to you. However, if you thrive on work and look forward to every day at the office, retirement may...
Retirement is the golden period of your life, provided you save well for it. If you have sufficient retirement savings, you can spend your non-working years traveling, enjoying life, spending time with your family, and doing anything else you like. However, if your...
High net worth individuals (HNWIs) are people with liquid assets in the range of $1 million and $5 million. What sets individuals with a high net worth apart from others is not just how much wealth they have, but also how they approach wealth creation and protection....
From early on, most investors have heard the adage, “Never put your eggs in one basket,” which has become synonymous with the term “diversification.” They’re taught diversification is the key to minimizing risk because owning many non-correlating assets is less risky...
