Things to consider
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Financial Planning
Tips for Protecting Your Identity
Identity theft has become more prevalent in recent years and has seen even more of a surge with the COVID-19 pandemic....
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Financial Planning
Why Tax-Loss Harvest Your Portfolio?
The first quarter of 2020 offered a rare opportunity to discuss some planning techniques that occur when markets experience a severe pullback....
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Financial Planning
The CARES Act & Recent Tax Updates
The Federal government has recently extended tax filing deadlines and enacted new legislation in response to the economic stressors caused by......
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Financial Planning
Concentrated Stock Positions
When you hold one stock that represents a large percentage of your net worth, it is known as a concentrated stock position. This generally occurs......
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Financial Planning
Tax and Retirement Account Updates
Here is a brief overview of the tax and retirement account updates implemented by the federal government....
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Financial Planning
The SECURE Act: Impact on Financial Planning
The SECURE Act was signed into law on December 20, 2019, bringing significant changes to retirement accounts....
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Financial Planning
QCD of RMD—How to give more to your favorite charities - without increasing your giving budget
Recent natural disasters in the U.S. and throughout the world have spurred conversations about philanthropic giving among Americans - some of the......
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Financial Planning
When Are Roth Conversions Appropriate?
With 2019 coming to a close, now is a great time to consider year-end planning. One of the primary planning items to consider is converting some or......
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Financial Planning
Solo 401(k) vs. SEP IRA: Which One Should I Choose?
As a self-employed individual or business owner you have a few different ways to save for your retirement. The primary retirement savings plan option......
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