Shifting the Culture Wealth Partners recognizes the value and importance of ‘seeing yourself’ in the professionals you work with.
Professionals that honor the history, humanity, and cultural experiences of the individuals they serve.
10/14/2022
Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
10/12/2022
Have a kid heading off to college? Here are a few tips.
A Cheat Sheet for Sending Your Kid to College Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
10/10/2022
Are you worried about outliving your retirement savings? You are not alone.
My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates.
10/07/2022
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy.
10/07/2022
Stocks closed lower in Q3 after a hopeful rally followed by renewed caution thanks to the Fed’s latest moves to fight inflation.
Quarterly Market Insights | Q3 2022 Stocks took investors on a roller coaster ride in the third quarter, with an early summer rally coming to an abrupt end after the Fed pledged to continue fighting inflation.
10/05/2022
Many have heard they should avoid probate; do you understand what probate is and how it works?
Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible.
10/03/2022
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
Choosing a Business Structure Entrepreneurs all face the same question, “Which business structure should I adopt?”
09/30/2022
If you died, what would happen to your email archives, social profiles, and online accounts?
Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts?
09/28/2022
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Do You Owe The AMT? If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
09/26/2022
How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.
Contributing to an IRA? Determine if you are eligible to contribute to a traditional or Roth IRA.
09/23/2022
Three tips for giving smart from the heart.
Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?
09/21/2022
Have you considered how long-term-care costs could affect your retirement budget? Find out more.
Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.