Peter Raskin

Understanding one’s tax bracket, Roth conversions, charitable giving, gifting strategies, and realizing capital gains and losses. #taxes

Challenges the common belief that inflation affects everyone the same way, shedding light on its distinct impacts across various income levels. #inflation

Peter explains how flexibility and customization are key to achieving both business and employee objectives. #retirement #advisors

7-step checklist for retirees. He covers important aspects such as expenses, income sources, protection, taxes #NCRetirementCenter

Back to the classroom and covers some of the basics about annuities, starting with a recap of what an annuity is. #annuity #finance

Essential conversations parents should have with their children regarding their future. He explores legal considerations like access to important records.

Delves into the risks and rewards associated with different types of bonds. #bonds #fixed #income

The process of Medicare and the timing of Medicare’s open enrollment season. #insurance #medicare

How you might not always make the most optimal decisions because of mental shortcuts. #personal #growth #advisors

Why you should consider adding a solar energy system to your home and the incentives to add it now rather than later. #solar

The good took place in 2021 when investors saw increased capital on their investments. The bad took place in the form of increased tax payments. 

Direct indexing is an index investing strategy that involves directly purchasing the components of a mutual fund or an ETF at the appropriate weights.

A company’s environmental and social impact is becoming increasingly important to investors. #socialimpact #investing #ESG

The healthcare system can be difficult to navigate—between the technical terms, the insurance and the after care for patients. #insurance

The media always talks about how you should invest and why you should avoid high interest bonds. But what is the real truth about bonds?

We can’t predict what’s to come with one 100 percent accuracy, we can create adjustments during life’s journey to make an educated gamble

Your financial plan is only as good as the different components, similar to the way a nonprofit is only as good as the organizational structure.

As we begin to reopen, what have we learned about our financial plan during the pandemic? #finance #wealthmanagement

Not everyone enjoys tax planning, but it’s important to remember that the benefits earned through preparedness are enjoyable for all.

The relevance of putting a strategic plan in place – and the many reasons why you and your team should revisit and revise it on a regular basis.

A consulting model designed to help you develop the mindset, strategies, and skills you need to achieve your entrepreneurial dream.

Tune in today and find out how taxes and planning differ depending on the assets you’ll be transferring! #taxes #planning

How different financial planning strategies can help you plan ahead for the day that you decide to stop working and being an income machine.  

The different implications of ESOPs while explaining how these plans are a “win-win game” for business owners and their employees. 

The cost of healthcare coverage for small businesses across the country, and how this is often a burden for both employers and employees. 

Advice on business valuation and appraisals and what every business owner should know about the value of their business. 

To hand off your business to a successor who will keep leading with similar values and goals, you need a strategic succession plan. #succession

Choosing to leave your business can be a difficult decision, but is one that must ultimately be made. #

The importance of planning your financial future no matter who the president is or which party controls Congress! #election2020 #finance

The most stressful parts of the moving process and how moving management companies can help ease the process both physically and emotionally.

Interest rates are almost at the lowest they have ever been. Are you thinking about buying or refinancing a house? #refinance #homebuyer

Do you know what a bear market is? Here’s a hint: we are currently experiencing this type of market. #stockmarket #investing

Peter Raskin takes you through the four options available to anyone who wants to provide education funding for a family member. #education

How to Align Your Values With Your Investing

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