Q&A with Capital Advantage Senior Financial Advisor Donna Zinman, CRPC® Over the past 25+ years that I’ve been working in financial services, I’ve noticed differences in women’s financial planning needs and approaches to investing versus men. Women’s roles in the home and the workforce have changed significantly from my mother’s era, when the traditional role […]
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Avoiding these mistakes should help keep you on track for a secure retirement. 1. Underestimating Life Expectancy When does your retirement plan end? At the age of 75? 85? 95? Underestimating your life expectancy can put you in the position of running short on cash, or even running out of money entirely. The life expectancy […]
Although we often see large discrepancies between tax plans on the campaign trail and what ends up as law, here is a basic overview of what has been proposed in the Biden tax plan and financial planning strategies to consider before the end of this year. Increase in income tax rates for highest income […]