At Socratic Better Wealth, we pride ourselves on the deep knowledge of our advisors. Through this blog, we hope to share some of this knowledge with you, our client. We encourage you to take some time and explore this page.
Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.
After a tumultuous 2020 election season, President Biden has officially taken office. If you are a high-earner, here are 6 challenges that could arise during a Biden administration.
On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.
The IRS has extended the tax filing season for a second time since the start of the COVID-19 pandemic. Here's what those who have yet to file their tax return need to know.
Should you take a do-it-yourself approach to making your will - or is it better to leave it to the professionals?
After losing a loved one, finances are the last thing you're worried about. However, taking care of their financial accounts and administrative tasks can keep their assets in good order.
