At Porti Tax and Financial Group, we are committed to helping our clients avoid the impact of costly retirement risks, especially rising tax rates. Why is this so important? Well, to put it simply, there’s a storm brewing that can put your retirement stability in jeopardy – taxes are very

When planning for retirement, there are many factors to keep in mind, and inflation is one of the most important—yet often overlooked—considerations. While you may have built solid retirement savings, inflation can slowly chip away at the purchasing power of your funds. That means over time, the same amount of

As you prepare for retirement, you’re on the brink of an exciting new chapter – one that’s brimming with opportunities and possibilities. While you’ve likely dedicated significant time to planning for your financial stability, have you considered the non-financial factors that contribute to a truly fulfilling retirement? In this article,

At Porti Tax and Financial Group, we believe our commitment to educating our clients sets us apart. The following content is partially excerpted from The Power of Zero, by David McKnight, and we hope you find it eye-opening and helpful as you plan for the future. A great many of

Strategies to Manage and Grow Your Assets for the Next Generation  If you have a desire to build wealth from the ground up for yourself and your loved ones, then you are considered a first-generation wealth builder. Building generational wealth that will support you and your family now – and

Strategies to Manage Your Wealth Estate planning can be complex, both from a legal and financial perspective, as well as a personal one. Thinking about the end of your life can be fraught with emotions, but it’s an important undertaking if you want to have confidence in knowing that your