Clients have been asking us to help them consider the pros and cons of purchasing rental real estate. We created an Excel model to evaluate opportunities.
Are you withholding for taxes at the proper level in 2018?
Are you withholding for taxes at the proper level in 2018? The Tax Cuts and Jobs Act (TCJA) made significant changes to the tax rules and double checking may avoid possible penalties.
Opportunity Development Zones
Part of the new tax law designates 8,000 low-income areas throughout the U.S. as Opportunity Development Zones. What our clients need to know about the tax benefits and potential social impact opportunity.
2017: 9 Experts, 4 Surprises and 1 Million Dollar Bet
In January 2017, experts agreed on a few high-level financial predictions. By the end of 2017, it was clear that they were wrong on all counts.
To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?
Bitcoin and other cryptocurrencies are fairly new, but the recent value surge of bitcoins has led to increased media attention. Still, should you invest?
Monkeys Throwing Darts (and Why the Monkeys Have Been Losing Lately)
Have you ever heard that a blindfolded monkey throwing darts at a page of stocks would do better than a human at picking winners? There’s some truth to this.
Playing Catch-Up with Your Retirement Planning
If you’re anxious about the status of your retirement planning, we have some tactical advice to put your mind at ease.
When Should I Start Getting Serious About Retirement?
When is the best time to get serious about retirement planning? Audrey Grubman breaks down the retirement planning timeline.
Good, Better, Best – Sustainable Spending Strategies for Retirement
The Parkside Team breaks down the most common retirement spending strategies — and the one we favor for our clients.
Should Your Advisor Be a Fiduciary?
Why some advisors have a problem with the new Fiduciary Rule developed by the DOL, and why we champion it at Parkside Advisors.