Budgeting is a critical skill for managing finances, even more so for high-income couples who often deal with complex financial situations. In a recent webinar,
Long-term care insurance is a critical consideration for individuals planning their financial future, yet many misconceptions and uncertainties surround it. Recently, I hosted a webinar
Introduction The guardrails approach is a practical way to keep retirees from over- or under-spending as they take withdrawals from their retirement nest egg. In
In a recent article, I described how the debt burden of the US has significantly increased relative to GDP in recent decades, yet the debt
In the past, inheriting an IRA from a parent allowed for stretching withdrawals over one’s life expectancy (commonly known as a “stretch IRA”). However, rules
Introduction: What is a “Debt Ceiling”? In early June, Congress passed a bill to suspend the US government debt ceiling through the end of 2024.
Whole life insurance is a form of permanent insurance that stays with you for life and includes an investment component known as a cash value
A backdoor Roth IRA conversion is a strategy for high-income earners to contribute to a Roth IRA on an annual basis, even if their income
Stock options can be a highly lucrative form of compensation, but they come with some risk and complexity. Check out our Stock Compensation Brief that
Congress passed the SECURE Act 2.0 on December 23, 2022 as part of the Consolidated Appropriations Act of 2023. This piece of legislation is a
115 Newbury Street, Suite 302, Boston, MA 02116
617-542-2420 | [email protected]
©2024 Artemis Financial Advisors, LLC. All rights reserved.
