Tax Strategy: Gifting Assets

Tax Strategy: Gifting Assets

In The Advisor Corner this month, MRA Associates explores what to consider when thinking about a Gifting Strategy. MRA Associates is a Financial Advisory Firm on the Harness Wealth platform.

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Four Ways to Access Private Investments

Four Ways to Access Private Investments

If you’re interested in investing in private tech companies, there are four options to consider. A Financial Advisor can be helpful in thinking through private investments and how these concentrated investments fit into your broader financial plan.

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5 Financial Planning Optimizations to Complete Before 2020

5 Financial Planning Optimizations to Complete Before 2020

While the last two months of the year are often focused on holiday preparations and celebrations, there are five areas of your finances that you need to be reviewing in order to reduce your tax burden and maximize your financial gain before the end of the year.

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These Estate Planning Tools to Ensure Your Kids are Provided For

These Estate Planning Tools to Ensure Your Kids are Provided For

Having children is a life changing experience, as you suddenly become responsible for a whole new person you created. Your child depends on you for everything until at least the age of 18 and likely for much longer – and this means your bundle of joy comes with a bundle of legal and financial responsibilities.

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Financial Planning for Employees Before and After IPO

Financial Planning for Employees Before and After IPO

Working for a company that goes public can have life-changing financial consequences. It can also give rise to financial and legal issues that must be addressed proactively to protect and maximize your newfound wealth. 

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Estate Planning Essentials for Newlyweds

Estate Planning Essentials for Newlyweds

Marriage is more than just a romantic partnership. You’re also becoming a legal partner with the person you love – and likely a financial partner as well. Your health and well-being affect your spouse’s life as well as your own, and when something goes wrong it can have tragic consequences for the whole family.

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Considerations for Your Financial Plan in 2019

Considerations for Your Financial Plan in 2019

With recent market volatility, it’s not surprising that investors are anxious about what 2019 will bring for the financial markets and for their investments. We explore what you should be thinking about in 2019 for your investment strategy and overall financial plan. 

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