Financial Planning
Basic Estate Planning
Submitted by Desmond Wealth Management, Inc. on June 13th, 2023Plan Ahead To Leave a Lasting Legacy
Submitted by Desmond Wealth Management, Inc. on June 11th, 2023
In the unfortunate event that you should pass away without an estate plan (or at the very least, a will) in place, several potentially distressing things can happen. Not only can it cause a lot of unnecessary stress during the grieving process, but it also requires a major time and financial commitment from your loved ones as well.
Are You Worried You Won't Have Enough Money Saved for Retirement?
Submitted by Desmond Wealth Management, Inc. on May 30th, 2023Tax and Personal Finance Tips for New Parents
Submitted by Desmond Wealth Management, Inc. on May 11th, 2023Healing What Hurts: The Essential Role of a Financial Therapist
Submitted by Desmond Wealth Management, Inc. on May 11th, 2023Are You Confused About Investment Costs? Part 2: Custodian/Brokerage Costs
Submitted by Desmond Wealth Management, Inc. on March 8th, 2023What’s in the SECURE 2.0 Act?
Submitted by Desmond Wealth Management, Inc. on January 31st, 2023When Should You Take Your Social Security?
Submitted by Desmond Wealth Management, Inc. on December 24th, 2022Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade
Submitted by Desmond Wealth Management, Inc. on October 16th, 2021
Whether you’re saving, investing, spending, bequeathing or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little certainty on what may come of it, and who it might affect.