As we approach the end of May and beginning of June, we are getting ever closer to what has been referred to as the “X-Date.” What is the X-Date, you ask? That is the day where it is projected that the government will no longer be able to pay its bills.
Estate planning is a vital process that involves making decisions about the end of life, including how your assets will be distributed upon your passing. While one could assume that estate planning is only necessary for couples or families, the reality is that all adults benefit from having an estate plan in place.
As proponents of investing for the long-term, Wolf Group Capital Advisors implements a strategic framework within our financial planning and investment management process that we believe increases the possibilities for positive outcomes. Nevertheless, we understand that client situations and market dynamics are ever-evolving and that there is no one-size-fits-all solution.
Retiring abroad can be a thrilling adventure, especially for those looking for a change of scenery in retirement. With a solid financial foundation, you can have the freedom to choose from various options when selecting a foreign retirement destination. The world is in your hands, and the choices are endless!
Many changes have arisen out of the recent passage of the “Setting Every Community Up for Retirement Enhancement Act of 2022” (or more commonly referred to as the “SECURE 2.0” bill). Some changes will take place as soon as this tax year, while others will be phased in over a several year period.
With 2022 now behind us, not only do we have the opportunity to plan ahead, but also to take a moment to reflect on the year that passed. In the financial markets, as within our personal lives, we must take the good with the bad, adapt to new and changing circumstances, and learn from our mistakes.
Every day, more and more young people are entering the investment markets for the first time. A quiet wave of investors is growing in force, and it appears that their priorities are different than those that preceded them.
Where is the real estate market heading? We at WGCA recently hosted a webinar with members of the Erich Cabe team at Compass, addressing essential questions that buyers, sellers, and real estate investors are asking about the current and future state of the housing market. You can watch the recording here in case you missed!
College expenses can be daunting for any parent. If you have a child entering college today, the average annual cost can be around $30,000 for in-state public colleges, $50,000 for out of state public colleges, or up to $80,000 for private institutions.
I think we all worry about whether we will have enough to do the things we want to do as we approach retirement age. The “enough” can be money, time, or energy but I’m going to focus on money in this segment.