As a result of the COVID-19 pandemic many people are considering a move in the near future for a number of reasons including needing more space, a change in work environment, or wanting a less urban lifestyle. As demand and prices for single family homes in suburban areas are skyrocketing, most buyers need the equity […]
Category: Financial Planning
Women and Wealth: The Unique Financial Needs of Women
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 […]
Biden Tax Plan Analysis for Individuals: What You Should Know and Actions to Consider Prior to Year End
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 […]