Investing
Gifting Strategies For Minimizing Taxes in 2025
One of the most important strategies for wealth management is gifting. When done correctly, strategic gifting can reduce estate tax liability and ensure that you can pass on your wealth in the most efficient way possible. If you want to know how to maximize your gift tax exemption, we can help. MyStages® is here to…
Read MoreThe Modern Advisor – Playing With A Full Deck
In this technological era, software is driving improvements in the way we manage just about everything, from healthcare to social connections. Working with a modern financial advisor who’s playing with a full deck—utilizing advanced software and tools to help you manage your wealth and assets—gives you a significant advantage in working toward your financial goals.…
Read MoreHow to Build a Retirement Portfolio
How should I change my investment portfolio when I enter retirement? That’s a very common question and there are many general elements we’ll cover here. First, it’s important to recognize you’re leaving the accumulation phase of investing for retirement and entering the distribution phase of retirement. They are different. Asset Accumulation Phase (Working Years) You’re…
Read MoreSecure Your Retirement: An Investment Guide for Pre-Retiree
Now that you’re considering retirement, it’s time to address how your investment needs may differ and need adjusting from your working years. That includes: Considering the investment vehicle(s) right for your needs going forward Managing your retirement account more closely Diversifying by investments and product (perhaps products with more market downside protection and those which…
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