Insights
Featured
How to Choose a Financial Advisor
May 5, 2024
When choosing a financial advisor, it’s important to consider which kind of financial advisor is right for you. Some advisors...
Learn More
401K Plan / Estate Planning / Financial Planning / Retirement / Saving & Budgeting / Social Security
Important Birthdays Over 50 and Financial Tips to Keep in Mind at Each
January 26, 2024
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half” to make sure everyone knows they’re closer to...
Learn More
Preparing for the Sunset
January 26, 2024
When the Tax Cuts and Jobs Act (TCJA) Act passed in 2017, we were told that all of the provisions—lower...
Learn More
Financial Planning / Retirement / Taxes
New Retirement Contribution Limits for 2024
December 13, 2023
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Individual Retirement Accounts...
Learn More
Effective vs. Marginal Tax Rates
December 5, 2023
What you think is your tax rate may not actually BE your tax rate. For instance, if you report just...
Learn More
The Economics of Tax-Loss Harvesting
November 17, 2023
’Tis the season when many financial services professionals look at the best way to offset the taxable dividend distributions their...
Learn More
Charitable Contribution Complexity
November 17, 2023
If you donate money to somebody in need, you can write off that gift on your tax returns, right? If...
Learn More