Blog

Paying for Health Care in Retirement

By Ryan Yamada, Senior Wealth Planner    When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies. 

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In the News

In the News

Platinum Wealth Management Joins Carson Partners

The Woodlands, Texas (July 18, 2022) – Platinum Wealth Management, a full-service tax, and financial planning firm based in The Woodlands, Texas, has announced its joining of Carson Partners, a nationwide network of more than 120 advisory firms across the U.S. Platinum Wealth Management has …

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Market Commentary

Newsletters

Newsletters

Any Time is Tax-Loss Harvesting Time

Published by Kevin Oleszewski As the end of the year approaches, we start to think more and more about our tax picture. What boxes can we check to reduce our taxable income? Tax-loss harvesting is one such approach. A tax-efficient way to rebalance your portfolio, tax-loss harvesting can he …

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