Keep It Simple Blog

This blog will talk about some of the most notable changes from the Tax Cuts and Jobs Act of 2018, as well as provide an update about what to expect when this bill is sunsetted in 2025.

April marked the first market correction since October 2023, with the S&P 500 and NASDAQ-100 both experiencing declines. Despite these headwinds, our private investments demonstrated resilience. BPIF continued its positive streak, while BREIT and Global Cities increased their dividends, providing steady income for our clients. Carlyle and Blackstone's funds showed positive growth, and the Priority Income Fund raised its dividend significantly. Amid the public market downturn, our private investments offered stability and income growth, helping to balance our portfolios against the volatility.

Are you cheering the market rally but secretly worried about a downturn? You're not alone. Discover how structured growth notes can help you leverage market gains while offering a safety net for your investment.

In light of global uncertainties and a volatile market landscape, this blog explores the stabilizing potential of private funds amidst ongoing geopolitical tensions and economic fluctuations. We delve into how private equity, real estate, and credit sectors have performed robustly despite challenges, providing investors with a blend of higher returns, lower volatility, and non-correlation with public markets. Particularly notable is the performance of private credit funds and the strategic resilience of private real estate investments.

Navigating property taxes doesn't have to be overwhelming. Learn how to effectively manage your tax bill by understanding its components, challenging over-assessments, and utilizing exemptions. With the right approach, you can significantly reduce your tax burden and keep your finances in order.

Discover the secret to optimizing your retirement income and avoiding steep Medicare premiums. Our in-depth guide explores the "income sweet spot" – a crucial yet often overlooked aspect of retirement planning. Learn how strategic financial decisions can help you navigate the complexities of Medicare premiums, ensuring a comfortable and cost-effective retirement. From Roth conversions to smart investment strategies, we cover everything you need to keep your healthcare costs in check without sacrificing your lifestyle. Dive into our latest post to unlock the secrets of successful retirement planning.

In the ever-evolving tax landscape of 2024, discovering ways to integrate charitable giving into your financial strategy can lead to significant tax savings while making a meaningful impact. This guide explores the nuances of tax-smart philanthropy, illustrating through client scenarios how strategic charitable contributions can benefit both the donor and the recipient. From leveraging appreciated stocks to optimizing IRA distributions for charity, we uncover the potential of philanthropic planning in a high-interest economy.