Tableaux Wealth Insights
Guidance, views, and commentary to help you make better financial decisions.
Why Mass. Residents Might Consider Trusts
Many Massachusetts residents—especially married couples, those who own a home, those with children from multiple relationships, and those with over $2 million in assets—could benefit from a more robust estate plan that includes trusts.
Downsizing Difficulties and How to Plan for Them
Downsizing has become more difficult, with older folks increasingly “stuck” in larger homes. For some retirees, it may make sense to plan for the possibility of remaining in their current house.
Is the Stock Market Scary?
Financial pundits have warned that we may be approaching bubble territory, with recent gains in AI-focused stocks particularly worrisome. I get questions daily from investors concerned about whether the market is overheated. And I’d say that current stock prices are not unhinged.
Market Commentary: Positive Numbers
Two data points—S&P 500 earnings and a sub-component of labor market data—are telling us where the markets are going.
Giving a Lifeline to Charities—and a Tax Benefit to Yourself
With funding cuts and higher costs, charitable organizations face increasing financial strain. Many charities now face budget gaps that threaten core programs. But there’s a way that many retirees can help, while getting a tax benefit: the qualified charitable distribution, or QCD.
Join Us at the Josh
It’s less than a month away, and most of us at Tableaux Wealth are training, or thinking about starting to train, for the 48th annual Josh Billings RunAground Triathlon, happening on Sunday, September 14.
CRUT, CRAT, and CGA—Three Ways to Give and Receive
Estate planning trusts can be a confusing alphabet soup of abbreviations.
Here are three estate planning strategies that are especially helpful for those who want to donate to charity while bolstering their retirement income: the Charitable Remainder Unit Trust (CRUT), the Charitable Remainder Annuity Trust (CRAT), and the Charitable Gift Annuity (CGA).
What Gives with the New Tax Bill? Changes for Charitable Giving
Big changes are coming to the tax treatment of charitable donations, thanks to the One Big Beautiful Bill Act. And as is true any time there’s a significant change to the tax code, it behooves most of us to reexamine our planning strategies.
Here’s a summary of the changes.
The Trouble with CPI: How We Adapt to Imperfect Information
Cutbacks and suspensions of data collection at the U.S. Bureau of Labor Statistics are giving economists concerns over the accuracy of the Consumer Price Index (CPI) report.
This raises a very good question: How else can inflation be measured and monitored if traditional inflation reports are becoming less accurate?
What You Need to Know About the New Tax Bill
Whether you love it or hate it, the new tax bill is now the law of the land.
Headlines have focused on the bill’s permanent tax breaks for corporations and high earners—and its steep reductions in Medicaid. Regardless of these potentially hazardous components of the bill, several of its key provisions may be beneficial for middle-class households.
A Simple Tax-Savings Hack for Charitable Gifts
Sometimes a small, simple change on our end can make a huge difference for our clients. And that was definitely the case with this hack for making charitable contributions that get full tax benefits.
Pedaling to Wellness: Tableaux Sponsors Group Bike Rides
Tableaux Wealth is excited to announce our new partnership with Berkshire Bike and Board as the official sponsor of their Tuesday Night Rides!
Effective Portfolio Management: The Importance of Adaptability
It’s important to listen to the story the market is telling. And to understand when that story may be changing.
The Financial Reality of Long-Term Care
Many of us don’t think we’ll need long-term care. It would be wonderful if we had that option. But the data tells an entirely different story.
Wealth Planning with Artificial Intelligence
Artificial intelligence (AI) isn’t new, but it’s still monopolizing the news. How is AI affecting wealth planning—and how is that affecting you, our clients?