Retirement Goals & Communicating With Your Spouse

  “The single biggest problem in communication is the illusion that it has taken place.” – George Bernard Shaw   This quote is very powerful and one that greatly comes into play with retirement and communicating with your spouse. “Where do you see...

5 Notable Real Estate Investment Trends by Jeffrey LaBelle

  Gulf Coast Wealth Advisors recently welcomed and hosted guest speaker, Karen Sprogis, to share her insights on commercial real estate investment trends. She has experience with investments in the U.S. and Canada across various property types. With a...

What is the Real Impact of the Tax Reform by Jeffrey LaBelle

Tax Reform: What is your Business Strategy? A magnitude of tax tables and graphs show how our deficit is projected to increase by $1.46 trillion. The key impacts of the tax reform are in three main areas.   Corporations: Huge corporate tax cuts from 35% down to...

Tax Benefits of 529 College Savings Plans by Jeffrey LaBelle

A couple weeks ago, I had a lunch meeting with a client who was confident about his children’s 529 plans. He loved the fact that the gains in the accounts are not taxable as they grow, and tax free if used for higher qualified education. In fact, I reminded him...