How to Get Help with an Inheritance
If you are wondering how to get help with an inheritance you’ve just received, or expect to soon, here are a few key things to consider.
If you are wondering how to get help with an inheritance you’ve just received, or expect to soon, here are a few key things to consider.
Taxes are an unavoidable truth of retirement planning and investing. However, avoiding capital gains tax on stocks is a good way to lower your total
If you contributed too much to your 401k you may end up owing a penalty. Depending on when you realize that you have contributed too
A 702(j) retirement plan really isn’t a “retirement plan” at all. It’s a cash value life insurance policy sold as a retirement plan. You may
Tax-gain harvesting may seem counter-intuitive, but it can be an effective way to reduce your total tax burden in retirement. Mindful tax planning is one
If you hold a portfolio that contains stocks or equity funds, whether they are mutual funds or ETFs, then chances are you receive dividends. You
This article covers the mechanics of paying Roth conversion taxes. Specifically, we will look at the source of money that you use to pay the
The idea for this article comes from a question submitted by a reader. I’ve copied the question below, and omitted the names to protect the
Yes, but with a nod to Paul Harvey, there is a “rest of the story”. It isn’t as simple as adding your benefit check to
Being self-employed certainly has its perks; for the most part, you get to dictate your own schedule and enjoy a large amount of independence. At
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Brandon Renfro LLC (“Belonging Wealth Management”) is a registered investment adviser offering fee only advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Brandon Renfro in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.All written content on this site is for information purposes only. Opinions expressed herein are solely those of Belonging Wealth Management, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.