Toups Capital Advisors
A financial planning newsletter from a registered investment advisor.
How do you know your financial advisor has your best interests at heart?
Use this downloadable Excel template to calculate how much home you can afford.
Moving assets to an irrevocable trust avoids estate taxes but does not benefit from a stepped-up basis upon death. Is it still worth it?
Make sure you take advantage of these financial tasks before the year ends.
Comparing a Solo 401(k) vs SEP IRA vs SIMPLE IRA
Employment and wage data were strong, but can it last?
But there's still room for rates to fall even further
Trusts provide valuable benefits for every asset level
How to invest if you expect a recession
Most outlets focus on the positive 12-month inflation rate, but there are even better results in the 1-month and 3-month rates
How the shift to remote work could be driving home prices