#private_equity

When Is the Right Time to Engage a Financial Advisor?

Wondering when the right time is to bring a financial advisor into your money matters? It's a common question with a straightforward answer: the time is now. Many people believe financial advisors are only necessary once they have amassed significant wealth, but the truth is, it's never too early to start securing your financial future.

Wondering when the right time is to bring a financial advisor into your money matters? It's a common question with a straightforward answer: the time is now. Many people believe financial advisors are only necessary once they have amassed significant wealth, but the truth is, it's never too early to start securing your financial future. Even small decisions made early on can have a big impact on your long-term goals.

WealthSpire • Sep 17, 08:08 PM

#merger #private_equity #regulatory

CAP

Charitable Gifting and the One Big Beautiful Bill

Charitable giving takes center stage with the recent signing of the One Big Beautiful Bill (OBBB) into law on July 4th, sparking discussions about its impact on taxes. While much attention has been given to changes in tax brackets and the state and local tax (SALT) deduction, lesser-known alterations to the deductibility of charitable gifts have emerged.

Charitable giving takes center stage with the recent signing of the One Big Beautiful Bill (OBBB) into law on July 4th, sparking discussions about its impact on taxes. While much attention has been given to changes in tax brackets and the state and local tax (SALT) deduction, lesser-known alterations to the deductibility of charitable gifts have emerged. Here's what you need to know.

WealthSpire • Sep 17, 08:08 PM

#merger #private_equity