For the successful solo business person with no employees, but maybe a spouse, choosing the best option for retirement savings is important. You want to be able to set aside the greatest amount with the options that are important to you. People in this category are often consultants or solo professional practitioners of some sort. […]
Read ArticleBrokers vs. Fiduciaries
This is from a competitor but we just love this video and how it explains what we do. We’re dietitians.
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About 15 states and the District of Columbia impose an inheritance or estate tax. The tax rates range from a few percent to 19 percent in Washington State. As the typical state exemption rate is much lower than the current federal exemption (it’s only $1 million in New York and Maryland), the middle class is […]
Read ArticleNewsletter- Second Quarter 2014
Home is Where the Heart Is – and Your Tax Bill
It’s common today for people to cross state lines to go to work, to temporarily relocate to another state for work or medical treatment, or to have a second or even a third home. Unfortunately, what’s not uncommon is for all of these states to simultaneously lay claim to your income tax dollars. Residency and […]
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Christopher Van Slyke is quoted in MainStreet this week: “Best Investments for Retirement”
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Christopher Van Slyke is quoted in Reuters. “When clients want to make wild bets, send them to Vegas”
Read ArticleChoosing a Professional Financial Advisor
By Christopher Van Slyke Working with a professional financial advisor can be key to achieving your goals for the future, but it can also derail your plans—if you’re not working with the right person. There’s no one-size-fits-all recipe for choosing an advisor, but there’s some important due diligence you should undertake before making a decision. […]
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As a full-service wealth management advisory firm, WorthPointe advisors weigh in on issues like the ones noted in this article during the planning process. Those who have these one-off challenges would be better served to speak with a local tax lawyer to gain the required advice. U.S. ESTATE AND GIFT TAX TRAPS FOR NON-U.S. CITIZENS […]
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Historically, estate planning centered on wealth transfer. But an increased exemption and portability of the federal estate tax exemption, coupled with laws that capped damages in injury cases being struck down across the country, has caused many families and their advisors to look at wealth preservation. Wealth preservation is not just for the wealthy or […]
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