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Latest From Our Blog

Wealth Manager vs. Financial Advisor Thumbnail

Wealth Manager vs. Financial Advisor

Wealth managers are a subgroup of financial advisors, so they provide more specific advice and services. When looking to Liberate Your Wealth®, understanding what each professional provides will save you time and money when choosing the right partnership. At the end of the day, which client needs are met is the biggest differentiator between a financial advisor and a wealth manager. Let’s explore.

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Should You Consider Adding Structured Notes to Your Portfolio? Thumbnail

Should You Consider Adding Structured Notes to Your Portfolio?

Professionals have compared structured notes to the innovative mindset behind mutual funds—with the main draw being zero interest rates. In the past, structured notes were a high-risk, high-return investment that only very wealthy investors could get involved in. Recently, however, the transition to using more technology for investing has opened the door for more individuals and families to invest using structured notes.

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Why Financial Planning is Important Now Thumbnail

Why Financial Planning is Important Now

Knowledge is power, and this rings true especially with financial planning. For some, financial jargon is reason enough to avoid financial planning. The fancy words, however, still fail to cover the truth about financial planning. Wealth has many complexities and responsibilities, but a big part of the burden is simply doing right by your family and your values. In short, grow your knowledge.

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O-Zones (Opportunity Zones):  Is the Juice Worth the Squeeze? Thumbnail

O-Zones (Opportunity Zones): Is the Juice Worth the Squeeze?

The Tax Cuts and Jobs Act of 2017 brought about a new type of investment offering, Opportunity Zones, which provide a unique way of mitigating capital gains tax. It’s been reported that Qualified Opportunity Funds have raised over over $6.7 billion thru December 2019, and that there are over 200 available funds. Keep reading to learn more about O-Zones and their tax benefits, and to explore the characteristics of an investor that might consider this opportunity.

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Stretch IRA – What Proposed Legislation Could Do to Your Wealth Transfer Plans Thumbnail

Stretch IRA – What Proposed Legislation Could Do to Your Wealth Transfer Plans

Two retirement reform bills (the SECURE Act and RESA) have been circling around Washington, and if passed, may make significant changes to many retirement and estate plans. Notably, the proposed changes outlined in the bill(s) have meaningful implications as the rules on inherited IRA’s are up for debate. Both the House and Senate have different views on the technical aspects of how tax shelters for inherited wealth could be reduced. Read our blog to learn about the differences in proposed changes for “Stretch IRA’s” and what they could mean for tax planning, wealth accumulation and wealth transfer.

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