Major life transitions can create a ripple of financial complexity. At Empyrion™, we specialize in helping clients conquer these challenges, while deploying strategies that successfully protect and grow their wealth.
When you are investing for retirement, with an eye on long-term income security and sustainability, it’s important to rely on a strategy you can trust. Is dollar-cost averaging a viable way to protect your hard-earned savings?
529 plans have been receiving increased publicity since the Tax Cuts and Jobs Act of 2017 expanded their permissible uses from only higher education–related expenses. And as it turns out, family stewards can also leverage these vehicles to trim down the size of their taxable estate.
Whether you are preparing to get remarried or have just gone through a divorce but want to plan for future possibilities, here are the key estate planning strategies your family should consider — blended or otherwise.