Nov 14, 2018 | Articles, Finance, Goals
Do you know – really know – that your estate is in a good place for your heir(s) and executor? If you have any doubts about where you stand financially or where they’ll be when it’s time for your estate to be executed, now is the time to find...
Nov 8, 2018 | Articles, Entrepreneurship, Finance, Goals, Professional Athletes
Do you or a colleague build your wealth in the international arena? This article demonstrates the importance of working with advisors knowledgeable in the relative merits of different tax jurisdictions. While the article did not mention it, the same holds true for...
Oct 30, 2018 | Articles, Finance, Goals
The new tax laws doubling the exemption from federal estate, gift and generation-skipping transfer tax to $11.18 MM per person presents planning opportunities, including potentially forgiving outstanding intrafamily debt. Are you affected but uncertain what to do?...
Oct 1, 2018 | Articles, Business, Finance, Goals
Do you know if short or long-term tax benefits will work best to help you achieve your goals? Best not to make any assumptions. At Loyalty Alliance we consider your circumstances when setting goals. If you have any questions or concerns, contact us! “Talk to a...
Sep 6, 2018 | Articles, Finance, Goals
Do you know what to look forward to and watch out for with the new IRS charitable gift regs? Does your current wealth management team? We put your goals first, and watch out for anything that may affect them. Contact us to learn more. “The Internal Revenue...
Aug 23, 2018 | Articles, Finance, Goals, Work Life Balance
Retiring early sounds nice, doesn’t it? But do you really have what it takes to do so? And what will you do in retirement to meet your goals? If you have any questions or concerns, contact us! “David Blanchett is the head of retirement research for...
