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Estate Exemption Expiration

Today, it’s hard to believe that in 1997 you could only exempt $600,000 from estate taxes. When a person died, heirs would pay tax on anything above $600,000 at the (then) maximum 55% tax rate. The estate situation is very different today. The Internal Revenue Service...

Creative SALT Workarounds

One of the most hated tax provisions for people in higher-tax states is the so-called SALT limitation on state and local taxes.   What is the SALT Limitation? The provision was part of the Tax Cuts and Jobs Act, which only allows taxpayers who itemize their deductions...

Long-Term Care: What You Need to Know

There are many misconceptions and misunderstandings about long-term care (LTC), including who needs it and how to pay for it. It’s essential to break down the main components of long-term care insurance to find what is right for you.   What does long-term care...

Key Financial Tips for Aspiring Entrepreneurs

Many Americans retire from the office job that they held for several years and decide to go into business for themselves, becoming mid life entrepreneurs. Others don’t wait to retire but leave the corporate world to launch. Of course, some people never work for others...

Maximize Your Charitable Giving Strategy

You might recall that the Tax Cuts and Jobs Act made it much harder for Americans to get tax breaks on their charitable giving by raising the standard deduction so that fewer people have the opportunity to itemize. Of course, you want to do some good for the community...

Save More The Smart Way

Many of our clients are already saving a significant portion of their incomes for retirement and other financial goals. You may already be maxing out your employee contribution and ensuring that you take full advantage of any available employer match on your 401(k)....

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We would love to learn more about you.

In addition to our fee-only investment management services, Platt Wealth Management offers financial plans to answer your important financial questions. How close are you now to your goals and dreams? Where do you want to go? How can you get there?

Our four-step financial planning process is designed to be a road map to get you to your destination(s), while providing flexibility to adapt to changes along the route.

We offer stand-alone plans, or our full wealth management program that includes our investment management services. Give us a call today to set up a complimentary review at 619-255-9554.

Knowledgeable and expert.




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