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Tax Guides
Investment Strategies
Wealth Planning
Financial Products
Lincoln Marques
Lincoln Marques
Posts by Lincoln Marques
Add international stocks to avoid home bias
06/15/2025
Separate core holdings from tactical satellite positions
06/08/2025
Update beneficiaries as part of regular reviews
06/06/2025
Use budgeting apps linked to your spending accounts
06/03/2025
Avoid probate delays by titling assets properly
06/01/2025
Incorporate charitable planning for tax-efficient giving
05/30/2025
Invest in trusts to simplify complex family needs
05/26/2025
Use real assets to hedge against inflation
05/21/2025
Use software to simulate tax outcomes before filing
05/19/2025
Rebalance quarterly to maintain your desired mix
04/22/2025
Coordinate retirement accounts with estate strategies
04/17/2025
A 529 plan can fund education with tax advantages
04/11/2025
Develop a written legacy plan that includes financial and values goals
04/08/2025
Maximize your refund by organizing deductions early
04/05/2025
Use trusts to preserve family assets across generations
04/04/2025
Open a money market account for better interest and liquidity
04/03/2025
Build a plan that aligns with your personal definition of success
03/31/2025
Use dollar-cost averaging to reduce timing risk
03/29/2025
A credit card with rewards can optimize your monthly spending
03/15/2025
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