Retirement & FreedomTax Planning Tax Strategies For High-Income Earners High-income earners have a target on their backs, and you may be one of them.…Greg WelbornSeptember 8, 2022
Bench TalkEstate PlanningTax Planning Family Limited Partnership What is a Family Limited Partnership A Family Limited Partnership is simply a formal partnership…Greg WelbornMay 26, 2022
Estate PlanningFinancial PlanningInvesting & Market CommentariesTax Planning Wealth Preservation Strategies: 6 Steps to Secure Your Finances Developing wealth preservation strategies has always been an essential part of retirement planning. However, today…Greg WelbornMarch 30, 2022
Tax PlanningFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom New Tax Plan: Why Did My Paycheck Change? 2018 is well underway, and the affects of the new tax plan are starting to…Scott SommersSeptember 12, 2018
Investing & Market CommentariesFamilies & ProfessionalsPreparing For RetirementRetirement & FreedomScott SommersTax Planning The Essentials of Pensions, 401Ks, IRAs and Roths Retirement and investment terms can be confusing; their names rarely give an accurate description of…Scott SommersOctober 16, 2017
Tax PlanningBench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Bench Talk: Tax Refund Teachable Moment Chad GermannJuly 20, 2015
Tax PlanningInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom Fiscal Cliff As the nation goes to vote today, there are several significant scheduled tax and spending…Greg WelbornNovember 7, 2012
Investing & Market CommentariesPreparing For RetirementRetirement & FreedomTax Planning Election Tax Considerations INVESTMENT AND TAX CONSIDERATIONS PRE AND POST ELECTION As you’ve probably read and heard, some dramatic…First FinancialOctober 13, 2012
Investing & Market CommentariesFamilies & ProfessionalsPreparing For RetirementRetirement & FreedomTax Planning The Roth Conversion Opportunity A Roth Conversion Opportunity You Don't Want to Miss 2010 doesn’t just mark the end…Greg WelbornFebruary 8, 2010
Tax PlanningFamilies & ProfessionalsInvesting & Market CommentariesPreparing For RetirementRetirement & Freedom Capital Gains, Losses, Short-term, Long-term, and Other Confusing Words Nobody ever accused the tax code of being simple, and the sections dealing with capital…Greg WelbornJuly 15, 2005