Here's a retirement example using a case study: We have an example of an individual who has been very disciplined in saving money in their retirement account throughout their career. This is causing them a little bit of anxiety around the whole idea of how to...
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Let's talk about taxable investment accounts. We're not speaking of pre-tax or Roth, like retirement accounts, but transitioning into an individual or joint account, like with a husband and wife. Let's explain how those types of accounts are taxed. https://vimeo.com/926413383?share=copy Taxable investment accounts are taxed in many...
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A Personal CFO, or Chief Financial Officer, is a financial professional who provides comprehensive financial management and advisory services to individuals, families, and high-net-worth individuals. The role of a Personal CFO is similar to that of a traditional CFO in a business; however, the focus...
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An education can take many different forms. Traditionally, we think of savings for college. 529 plans are often a topic that comes up frequently and is convenient for grandparents and other family members. Plus, they grow tax-free for some time. However, alternative ways to save...
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At Markle Financial, we are a registered investment advisory firm. And that is different from a broker-dealer. We pride ourselves on sitting on your side of the table, never the opposite side, helping you go through your financial questions and make decisions that are valuable...
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https://vimeo.com/901236751?share=copy Personality plays a significant role in your Risk Assessment. It boils down to how you view money. Whether you view it as a means of payment for services you have provided or if you have sentimental value attached to money. Your view of money plays...
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