Even when the influx of a large amount of money is a happy event, it can provoke many uncomfortable feelings. There can be even more emotions at play when it is an inheritance, a sale…
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Staying Stable With Sudden Wealth
GMB #143: The Back to Front of Cryptocurrency Taxation With Micah Fraim
Cryptocurrency as an investment is relatively new, especially compared to other investment vehicles such as stocks and bonds. Because of this, there is a lot of confusion and a lack of guidance around how taxation…
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Avoiding the Penalty for Early Roth IRA Withdrawals
The advantage of the Roth IRA is that you pay the taxes before you contribute, so your money grows tax-free, and no taxes are due on withdrawals. The problem is that the account is considered…
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Love Is Looking Together in the Same Direction
Marriage is, for many people, the foundation of a happy life. But modern living puts pressure on us in so many ways, and money is often at the core. Finding a way to build trust…
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Eggs in How Many Baskets? Prioritizing Building Wealth While You Build Your Business
Employees of publicly traded companies are often granted company stock as part of the compensation package. From a portfolio management perspective, holding outsize amounts of stock in the same company that provides income can increase…
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August Market Commentary: Will a Month of Fresh Data Change the Fed’s Aggressive Stance?
July Recap and August Outlook July marked the best month for the markets since November 2020. What happened, after the rout of the first half? Some ideas: It’s a bear market rally sparked by better-than-expected…
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GMB Ep #140: Here’s Exactly What To Do With Your Old Life Insurance Policy
In our financial planning firm, we come across many people who are raising the question of whether or not their old life insurance policies are worth maintaining. However, it is important to know that there…
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Tax Planning at the Mid-Stage of Your Career
Financial planning that focuses on your goals and helps you achieve flexibility in your journey is critical at the mid-point of your career. It’s how you build a plan to help you realize the lifestyle…
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Inflation, the Fed, and Recession. It’s Not Linear.
The June CPI number came in at 9.1%. This is not only the second consecutive month that we’ve seen an increase – it was a whopper. Consensus expectations were for an 8.8% annualized increase in…
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Retiring in a Volatile Market: Control What You Can
Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a market downturn’s impact on your savings will be felt now and potentially for years to…
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