#taxes Archives - Page 4 of 6 - Outlook Wealth Advisors

Inheritance, Will, Trust, Beneficiary, Heirs

Estate Planning Investments Taxes Wealth

5 Steps to Managing an Inheritance for High-Net-Worth Individuals

Receiving an inheritance brings with it a wide range of emotions—grief for the loved one you lost and eagerness or excitement for the sum you’re about to receive. But as…

Deena WatsonOctober 13, 2023

Estate Planning Investments Wealth

Considering Selling Your Home to Fund Retirement?

Considering selling your home to fund retirement? You aren’t alone. Not only do you need to consider your financial situation, but evaluating your retirement lifestyle is essential. If you’re on…

Deena WatsonJuly 17, 2023

Estate Planning Income Investments Taxes Wealth

Own Company Stock – Should You Take Advantage of a Net Unrealized Appreciation (NUA) Strategy?

Many companies offer employer-issued stock as a benefit, in addition to other compensation and benefits. But what happens if you leave a job that offered you employer-issued stock or if…

Deena WatsonJuly 3, 2023

Financial Advisor, Financial Consultation, Financial Advisor Myths

Income Investments Taxes Wealth

20 Myths About Working With a Financial Advisor

There are a lot of myths about working with a financial advisor. Maybe you have heard a few: "I don't need one" "They're for the wealthy" "There are lots of…

Deena WatsonJanuary 4, 2023

estate, estate planning, beneficiaries, inheritance, funeral, casket

Estate Planning Investments Taxes Wealth

Received an Inheritance? Be Aware of These 5 Tax Implications

Navigating the regulations of inheritance tax can add to an already complex and stressful situation for beneficiaries. Whether or not this is your first time paying inheritance tax, knowing the…

Deena WatsonDecember 12, 2022

coffee, starbucks, frugality, retirement planning, wealth management

Income Investments Risk Wealth

Is Frugality the Key to Reaching Retirement?

You skip Starbucks & pack your lunches, but is frugality key to reaching retirement? For many, preparing for retirement means spending strictly and limiting unnecessary expenses during their working years.…

Deena WatsonDecember 12, 2022

DIY, do-it-yourself, frustrated man, retirement planning, wealth management

Investments Risk Wealth

7 Reasons to Stop DIY Retirement Planning and Hire a Financial Advisor

DIY retirement planning is popular...And dangerous! Retirement planning is about more than working hard and growing a solid nest egg. Getting retirement "right" is more than investments - you need…

Deena WatsonDecember 12, 2022

retiree on bicycle, retire early, wealth management, retirement planning

Income Investments Wealth

Retirement Strategy: Preparing to Retire Early

Do you dream of retiring before you turn 60? How about before you turn 50? If so, you might want to think twice before you make the move. If your…

Deena WatsonNovember 18, 2022

generational wealth, estate planning, family, multiple generations, wealth management, retirement planning

Estate Planning Investments Taxes Wealth

Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth

It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to…

Deena WatsonNovember 18, 2022

USA flag and American dollars. American flag blowing in the wind and 100 dollars banknotes in the background | Outlook Wealth Advisors

Income Investments Risk Taxes Wealth

What the Inflation Act Means For You?

What the Inflation Act Means For You? The Inflation Reduction Act was signed into law on Tuesday, August 16, 2022. While the $430 billion package includes many provisions, this article…

Deena WatsonAugust 30, 2022

#taxes

5 Steps to Managing an Inheritance for High-Net-Worth Individuals

Considering Selling Your Home to Fund Retirement?

Own Company Stock – Should You Take Advantage of a Net Unrealized Appreciation (NUA) Strategy?

20 Myths About Working With a Financial Advisor

Received an Inheritance? Be Aware of These 5 Tax Implications

Is Frugality the Key to Reaching Retirement?

7 Reasons to Stop DIY Retirement Planning and Hire a Financial Advisor

Retirement Strategy: Preparing to Retire Early

Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth

What the Inflation Act Means For You?

Useful Links

Contact

Directions