Midway through the 1st quarter of 2022 investors have a lot to digest. Chris Mahoney provides answers to the most frequently asked questions he is getting this year. Hear insights into how this market compares to other volatile environments and what investors should be doing to help preserve their portfolios.
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Do better by doing good with thoughtful charitable giving. A bit of planning goes a long way when it comes to tax-efficient donations to your favorite cause. In this “Life Well Planned” video, The Mahoney Group’s Jessica Freeman shares ideas to consider well in advance of the typical year-end rush.
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Few people like paying taxes, but owing taxes usually means that your portfolio has grown or income was earned. In this “Life Well Planned” video, The Mahoney Group’s Steven Zacharczyk explains how an effective tax management strategy can minimize taxes without sacrificing other goals, particularly as it relates to capital gains.
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Over 300 years ago, Ben Franklin coined the phrase, “In this world, nothing is certain except death and taxes.” While that might be true, we do have the ability to manage the latter with thoughtful planning. In this “Life Well Planned” video, The Mahoney Group’s Kristen Koluch share how gifting strategies may be able to accomplish both estate planning and tax planning goals.
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We’re hearing a lot about inflation in the media, and while the consensus on Wall Street is that the current inflation is “transitory” in nature…only time will tell. In our current “Life Well Planned” video series, The Mahoney Group’s Kristen Koluch gives you some great insights on this topic.
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