REP. Index: States of Taxation
Jun 23, 2014

Federal income tax rates are uniform across the country, but that’s only part of the story. State and local taxes have a huge impact on investment returns and retirement.

Source: The Tax Foundation

Smart Tax Planning: How Your Vacation Property Can Provide Savings
Smart Tax Planning: How Your Vacation Property Can Provide Savings
Jun 20, 2014
As property values around the country continue to recover, many families now list their primary residence and vacation homes among their most valuable assets. As such, these homes may be excellent candidates for beneficial estate planning...
Where in the World Do the Rich Live?
Jun 20, 2014
There are almost 2 million more millionaires this year than last year, according to the 2014 World Wealth Report complied by Capgemini and RBC Wealth Management. The number of high-net-worth individuals increased by 15 percent last year, tota...
Where’s the Real Money? In Delaying Social Security
Where’s the Real Money? In Delaying Social Security
Jun 19, 2014
Delaying Social Security benefits is the equivalent of getting about a 6.5 percent bond return, said industry blogger and financial planning guru Michael Kitces. Speaking during the 2014 Morningstar Investment Conference in Chicago, Kitces told...
Zero Fair Market Value for Antiques?
Zero Fair Market Value for Antiques?
Jun 19, 2014
New regulations may affect the valuation of many estates
Industry Insights with Legacy Capitals' Richard Orlando
Jun 18, 2014

Spiritual Capital: Legacy Capitals Founder and CEO Richard Orlando discusses optimizing a family's wealth decisions.

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