Tiffany Lam-Balfour is a former investing writer and spokesperson at NerdWallet. Previously, she was a senior financial advisor and sales manager at Merrill Lynch. Her work has been featured in MSN, MarketWatch, Entrepreneur, Nasdaq and Yahoo Finance. Tiffany earned a finance and management degree from The Wharton School of the University of Pennsylvania.
The latest from Tiffany
Qualified Small-Business Stock, or QSBS: How to Use It
Investing in qualified small-business stock means supporting a small business while potentially receiving a tax break.
Angel Investing: What It Is and How to Start
Angel investing is risky, but potential high returns and satisfaction from nurturing a startup can make it worthwhile.
How Venture Capital Works
Venture capital allows investors to bankroll and support the growth of startup companies in exchange for a stake in the business.
Using Stocks as Collateral Loans: Securities-Based Lines of Credit
SBLOCs give you quick access to cash by allowing you to use stocks or other securities as collateral.
Charitable Giving and Tax Strategies to Consider
Giving to charity not only makes a positive philanthropic impact but can also positively affect your tax burden.
Estate Tax Planning: How Does Your Strategy Look?
When it comes to transferring wealth, estate planning and tax planning go hand in hand.
Why State Residency Matters for Your Taxes
Spending time out of state could have tax implications. Establishing your domicile can help you avoid paying extra.
How to Reduce Capital Gains Tax: Strategies to Consider
Managing capital gains tax liability can significantly reduce your tax burden. Here are some ways to get started.
Tax-Efficient Investing: Keep More of Your Money
Making strategic investment decisions can help minimize your tax burden, keeping more money to invest and grow.
Why Succession Planning Matters
When planning for the future, succession planning maintains business continuity, while reducing risks for you and your heirs.
What Is a Grantor Retained Annuity Trust, or GRAT?
A grantor retained annuity trust, or GRAT, can help you transfer wealth to heirs while reducing your tax liability.
Irrevocable Trust: What It Is, How It Works, Uses
Irrevocable trusts have many benefits and limitations. Learn more about whether an irrevocable trust works for you.
Revocable vs. Irrevocable Trusts: How They Affect Estate Plans
Learning the differences between revocable and irrevocable trusts can help you strengthen your estate plans.
Will vs. Trust: Cost, Process and Uses
You likely need a will if you have a spouse, kids or property. Trusts can give you more control over your estate.