by Concentrum Wealth | Dec 15, 2021 | Uncategorized
Family tax planning Determine whether you can shift income to family members who are in lower tax brackets in order to minimize overall taxes. Consider making gifts of up to $15,000 per person federal gift tax free under the annual gift tax exclusion. Use assets that...
by Concentrum Wealth | Aug 30, 2021 | Uncategorized
We have all begun to feel the impact of inflation on our wallets. Politicians and economists are now arguing over the causes of inflation and the impact on consumers and the economy. According to the Bureau of Labor Statistics, prices for consumer goods rose 0.9%...
by Concentrum Wealth | Jun 28, 2021 | Uncategorized
As our life’s journey takes us down unexplored paths (a new job, a marriage, a lifestyle change), we may find ourselves living in a new state. Interestingly, COVID-19 has prompted us to reconsider the connection between where we work and where we live. Though...
by Concentrum Wealth | Mar 12, 2021 | Uncategorized
When we reflect on our future, we often think about the best way to optimize our wealth. With thoughtful planning today, we can enjoy a stress-free financial future while caring for family and contributing to our charitable passions. You may want to plan for your...
by Concentrum Wealth | Feb 8, 2021 | Uncategorized
When you started your career, you probably had plenty of questions about saving for retirement through your company 401K/IRA. How much should I contribute? Can I contribute? How should I allocate my investments? Which types of options are available from my employer?...
by Concentrum Wealth | Jan 12, 2021 | Uncategorized
The pandemic and the ensuing economic impact on individuals and small business owners have caused an unprecedented monetary and fiscal policy response from the federal government. On December 21, 2020, lawmakers passed a new Covid-19 stimulus package to help people...
