On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. While many of the provisions in the new legislation are permanent, others (including most of the tax cuts that apply to individuals) will expire in eight years. This month we take a look at what will happen between now and 2025...Read More...
Questmont Wealth Management Minute
Growth, Value, or Both?
The terms growth and value are often used to describe two different investment strategies, yet many investors may want both qualities in an investment.Read More...
If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.
Mom and Dad, can we talk?
Expert Strategies to get you through the Tax season like a Pro...
It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head.
How do you report your investments and how are they taxed?
Do you know the difference between capital gains and ordinary income?
How well have you defined your Exit Strategy?
When developing a succession plan for your business, there are many decisions to make depending upon your circumstances and objectives. Most owners want:
• A smooth, seamless ownership transfer
• Ensured business continuity
• Established retirement income
• Minimal gift and estate taxes
But how do you get there?
The Relationship between Risk and Reward
Few terms in wealth management are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined.
Every investment carries some degree of risk, including the possible loss of principal, and there can be no guarantee that any investment strategy will be successful. That's why it makes sense to understand the kinds of risk as well as the extent of risk that you choose to take, and to learn ways to manage it.
9 Things You Should Do when You Realize that It's Over
There's no doubt about it -- going through a divorce will be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties involved. Now, more than ever, you need to make sure that your finances are on the right track. You will then be able to put the past behind you and set in place the building blocks that can be the foundation for your new financial future.
A 3.8% net investment income tax applies to some or all of the net investment income of individuals whose modified adjusted gross income (MAGI) exceeds certain thresholds.Read More...
What does it really take to make sure that you can maintain your quality of life, pay your bills, provide for your loved ones - Do you have enough money to retire?
At Questmont, we assist our clients by tailoring a personalized retirement income stream focused on your lifestyle.
When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend. If you don't consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness or long-term care, and taxes, you may not be able to enjoy the retirement you envision.Read More...