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Articles Published by Mark
The Importance of Having a Financial Plan and Why Most Fail
A financial plan should be the cornerstone of any family's wealth management strategy and should detail their investment, business, retirement and estate goals and objectives. It should include realistic tax and cost of living assumptions and most importantly, it should be able to tell with reasonable confidence whether the plan is achievable through most economic scenarios. The reality is most plans don't and here is why.
How Investors Are Saving Thousands of Dollars In Future Taxes Using A Spousal Prescribed Rate Loan
With interest rates close to all time lows, astute investors are focusing on spousal prescribed rate loans as a way to reduce their taxes by income splitting.
You Don't Have to be Bill Gates to Create Your Own Charitable Giving Fund Using a Donor-Advised Fund
In this article we will discuss how to set up a simple and tax effective charitable giving fund account