Beyond Bulls & Bears

Age milestones can trigger financial planning actions
Wealth Planning

Age milestones can trigger financial planning actions

Many financial planning actions are linked to age milestones. Our Bill Cass highlights what key birthdays and other dates could mean for your financial plan.

Planning moves to lessen the sting of the 3.8% surtax
Wealth Planning

Planning moves to lessen the sting of the 3.8% surtax

A rising number of US taxpayers are subject to an investment income surtax, introduced a decade ago in federal legislation. Here are some strategies that may help mitigate the impact of the tax.