Latest articles by Samuel V. Gaeta, CFP®
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In Retirement Planning, What’s Your Retirement Personality?
There are many ways to think about retirement planning, and your personality can influence yours. If your personality and plan match, you have a greater chance of retirement success.
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The Power of Debt: It Isn’t All Bad
personal finance We hear the warnings constantly: Debt will ruin your finances. The reality is that some debt isn’t bad. In fact, a securities-backed line of credit can be a potent wealth-building tool for certain folks.
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Net Unrealized Appreciation: A Hidden Tax Strategy
tax planning It’s common knowledge that retirement income is subject to taxation. What’s not as well known is that some of that income is subject to a lower tax rate through Net Unrealized Appreciation.
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1031s: Minimizing the Tax Burden on Investment Property
real estate investing A 1031 exchange can give you more cash on hand when upgrading your investment properties. When used wisely, 1031s can even lower your overall tax burden. But there are several pitfalls to avoid.
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The Pitfalls of Self-Directed Roth IRAs
IRAs If a typical Roth IRA doesn’t give you the investment opportunities you’re looking for, a self-directed Roth IRA might be of interest. However, you’d better know what you’re doing.
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The Long-Term Care Conundrum
long term care The costs of long-term care are tough to bear, so what is the best way for you to go about planning for them? Answering these two questions is a good place to start.
