If you're a CPA or a lawyer, you have extensive personal knowledge about taxes or the legal system, but at the same time, you may be running your own firm and
Tax aware investing focuses on increasing your returns by reducing your tax liability as much as possible. In theory, this investment strategy has the potential
Ultimately, the goal of investing is to try to make as much money as possible, and of course, you don't want to let taxes eat into your gains. Tax aware
As you get older and closer to retirement, your financial practices need to shift slightly as you transition from working and saving to relying on your nest egg
When it comes to retirement savings, the goal is quite simple for most. To accumulate as much wealth as possible so that they are able to retire in comfort and
Why should you partner with Maheras Wealth Management, Inc.?
MIA ZOI are two Greek words which simply translated mean “one life”, my guiding inspiration for
Saving for a high-net-worth retirement is not always an easy process, but necessary if an investor with a high-net-worth wishes to enjoy the same lifestyle they
Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when
Is Your Portfolio Out of Balance?
How would you rate your current portfolio? In an “up” economy, if you are like many investors, you’d probably have a hard
A Mid-Year Financial Review Can Pay Off at Year End
Today, many people find themselves inundated by a constant stream of financial news from television, radio
WOMEN AND ESTATE PLANNING BASICS
When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.0 years longer than
One of the first steps you’ll take in the estate planning process is determining how much planning you’ll need to undertake. Two key components of your initial
