01.11.2024
Tax Strategies
16.11.2023
09.11.2022
2022 Tax Planning
2022 Considerations SECURE Act: You may know that, as part of a larger government package signed into law in December 2019, Congress included provisions that could make saving for retirement more accessible. Key takeaways include: Required minimum distributions (RMD) now begin at age 72. If you...
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09.03.2022
portfolio strategy for the long haul
Recent stock market volatility may be with us for a while as inflation and geopolitical events continue to capture headlines. Positioning portfolios to weather the inevitable storms is the key to success. Investing in the stock market can lead to losses, or so the widely-used disclaimer...
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18.11.2021
07.04.2020
A Life Preserver for Small Businesses – The Paycheck Protection Program
On March 27, 2020 Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2 trillion emergency fiscal stimulus package with the aim of mitigating the economic damage created by the Coronavirus pandemic by introducing a wide range of provisions for individuals, businesses,...
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03.12.2019
Year-End Financial Planning & Deadlines
December 1st is a great time to review important year-end deadlines and strategies that may benefit you. We have tried to limit the list to the items that may be of interest to most people. We recommend discussing specific strategies with us and consulting your...
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04.10.2019
7 Most Burning Questions on Social Security
Social Security retirement benefits are not something a lot of people think about...
Read More 08.12.2014
5 tax-saving tips when giving to loved ones and charities
As the New Year approaches, many are considering year-end gifts to the people and charitable organizations. Giving is wonderful and generous thing to do. Not to mention, it feels great to give. And, maximizing your tax savings when you do it only enhances that feeling. Here...
Read More 12.11.2014
Income down in 2014? Consider a Roth IRA conversion.
Did you launch your own business in 2014? Or, are you simply between jobs, or experiencing a drop in income? If you’re going to fall into a low federal tax bracket this year, consider using it as an opportunity to convert your traditional, tax-deferred IRA...
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