SouthPark Capital Blog
Discover a wealth of insights, actionable advice, and expert viewpoints on adept financial management through our financial blog. Our goal is to empower you with the information and resources required to improve your financial health and make well-informed decisions.
Planning for retirement is never a “set it and forget it” activity. There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans of
The recent market volatility surrounding the coronavirus may have you concerned, especially if you’re approaching or already in retirement. Feelings of uncertainty, anxiety, and uneasiness are all common during any scary and
By GEORGE TERLIZZI, INVESTMENT ADVISER | SouthPark Capital January 29, 2020 Congratulations! You just made millions selling your stock or the business you spent years growing. Uncle Sam plans to reward
By GEORGE TERLIZZI, INVESTMENT ADVISER | SouthPark Capital November 1, 2019 A divorce can be challenging for everyone involved, but there could also be additional tax traps that you’re not aware
We’re living – and retiring – in unique times, and some retirement strategies reflect this. Many of those nearing retirement are on their own, as companies typically don’t fund pensions
An estate plan is like a car; it requires regular maintenance and may need parts replaced as it ages. Some experts recommend reviewing your estate plan every three years, or
We typically don’t think of the word “aging” as having a positive connotation. It may bring to mind graying hairs, aching backs, and slowing down. But these things don’t always
There are probably a few surprises in store for you in retirement, but your tax burden shouldn’t be one of them. Even if you don’t receive a paycheck anymore, it
Some surprises are great, like birthday parties, winning the lottery, and getting two candy bars from the vending machine. Others may not be as much fun, like taxes and unforeseen
For the high-income earners and savers, retirement planning can look different – and more complicated than for others. Maybe you don’t just want to get by in retirement – maybe
