529 plans, the popular tax-advantaged plans for education savings, are an important part of many families’ strategies for paying for college. The primary attraction is obvious – funds deposited into a 529 plan grow income-tax free and can be withdrawn tax-free so long...
‘Dumb Money’ on Netflix is worth a watch this winter. Memorable Wall Street films often serve as reflective mirrors of prevailing sentiments about finance. At the heart of "Wall Street," Gordon Gekko's blind greed encapsulated the ethos of the late '80s. "Margin...
Greetings from Harbour Capital Advisors, Let me start this year-end letter by noting that 2023 has been a relatively uneventful year for individual income tax and estate tax laws. Ironically, the current divisiveness in Congress has led to relative stability in the...
Are you leaving money on the table? It's likely that your bank needs more money. Let me clarify… This isn't a criticism directed at any particular bank. But we currently live in a world with significantly higher interest rates compared to just 12 months ago....
Many of our clients use trusts as part of their estate and wealth planning. The role of trustee is central to all trusts but may not always be well understood, especially in the context of family trusts. Whether you are (1) setting up a trust and trying to identify...
Your story is unlike anyone else's.
Your wealth plan should be too.
