by Gene Gordon | May 3, 2025 | blog
In an era of complex tax regulations and economic uncertainty, strategic planning for generational wealth transfers has become increasingly important for families seeking to preserve their financial legacy. The effective transfer of assets from one generation to the...
by Gene Gordon | Apr 26, 2025 | blog
Maximizing Your After-Tax Wealth In the pursuit of building wealth, many high-income earners focus primarily on generating revenue and managing investments. However, strategic tax planning is equally crucial to preserving and growing your assets over time. As...
by Gene Gordon | Apr 19, 2025 | blog
Investment pensions represent one of the most important financial planning tools available for securing your retirement years. Unlike traditional defined benefit pensions which promise a specific income regardless of market performance, investment pensions put you in...
by Gene Gordon | Apr 12, 2025 | blog
Being self-employed comes with numerous advantages: flexibility, independence, and the potential for greater income. However, it also means taking full responsibility for your taxes. Without an employer to withhold taxes from your paycheck, you’re on the hook...
by Gene Gordon | Apr 5, 2025 | blog
Market volatility is an inevitable aspect of investing that every investor will face at some point in their financial journey. The stomach-churning ups and downs of stock prices can trigger anxiety and panic, often leading to impulsive decisions that derail long-term...
by Gene Gordon | Mar 30, 2025 | blog
High net worth individuals face unique tax challenges that require sophisticated planning. With potentially complex income streams, substantial investment portfolios, and significant wealth transfer considerations, the tax landscape becomes increasingly complicated as...
