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Perspectives
Frequently Asked Retirement Income Questions
When should I start considering tapping my retirement resources and how should I go about doing this? The response to this question is dependent upon if you expect to retire. A set of meetings with a financial adviser might assist you in making important decisions like how your portfolio ought to be spent, once you’re able to afford to retire, and just
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Impact Of The New Tax Law On Financial Planning And Retirement in 2018
Those working in retirement as sole-proprietors or LLCs can deduct 20% of their business income but their full income will count against the Medicare PartB premium threshold. The new year provides a package of changes to federal income tax laws which go into effect. Here are the salient changes which impact financial planning and retirement. Unless you’ve been consumed in of the
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Trump Tax Plan – Key Points
Trump Tax Plan – 8 Key Income Tax Provisions: 1) It eliminates personal exemptions which could result in families with many children paying higher taxes 2) It eliminates most itemized deductions such as moving expenses, alimony payments, etc. 3) It limits the deduction on mortgage interest to the first $750K of the loan and interest on home equity line of credits can
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Contact Bryan
Bryan J. Bourgeois, President of Blue Pacific Wealth Management, Inc., is a Portfolio Manager and Advisor to US & International High Net Worth Individuals, Families & Entities.
Сore values and our advantages
We Are A Fiduciary
Our services are offered through Shorebreak Capital, LLC., A Registered Investment Advisor, which abides by a strict fiduciary standard, always acting in the best interest of our clients. Mr. Bourgeois is Principal of Shorebreak Capital, LLC.
We Do Not Sell Investment Products or Charge Commissions
We are compensated for our services by advisory and portfolio management fees only, eliminating potential conflicts of interest and offering investment and financial planning solutions with 100% transparency.
We Help You Achieve Your Goals
In the end, it’s all about reaching goals. We focus on our clients’ goals and give them true consideration and thorough recommendations.