This edition brings perspective to recent market volatility, explains how the recent tax reg changes may affect your charitable giving, and inspires you to volunteer to make a stronger community and a healthier you!
This edition of Oasis Wealth Planning's newsletter introduces people groups who live long, healthy lives, and explains why we embrace market pricing as part of our investment management principles.
The 2017 Tax Act made significant changes to the tax laws. There continues to be opportunities to minimize income taxes for taxpayers that take a proactive approach in analyzing their situation on a multi-year basis.
Risk tolerance is an often-used yet nebulous and elusive measurement in the mainstream financial services sector. While having discussions around risk is important, risk capacity is the preferred approach when advising clients to reach the optimal allocation for structuring their investments.
Substantiate your charitable gifts to receive the tax deduction you deserve. A little organization and discipline can lead to better results and save you time.
Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2017 and identifying adjustments for 2018 can help you start the new year stronger than ever.
The holidays can be a busy time with parties, family commitments and shopping, not to mention approximately 400 college bowl games. Despite the flurry of activity, it is also a time when some diligence around personal finance can help reduce your tax liability, protect your family, and set yourself up for a great 2018.
Keeping an inventory of your personal property can pay off in the long run.
