Should You Be Using More Than One Financial Advisor?
After the Bernie Madoff scandal in 2008, more investors began spreading their money across multiple advisors, hoping it would reduce risk. But is that really the best approach? In this post, we’ll explore why using more than one financial advisor might do more harm than good, especially when it comes to fees, coordination, and tax […]
Invest Large Lump Sum of Money Tax-Efficiently By Using Your Children
If you’ve recently come into a large sum of money and you’re in a high tax bracket, taxes can take a serious bite out of your investment income. But there’s a little-known strategy that can reduce your tax bill, with the help of your children. In this post, we’ll walk through a family trust strategy […]
