Blog
Blog
Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market
You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.
Read More
Blog
Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More
We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.
Read More
Blog
Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments
While there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.
Read More
Blog
Answers to 3 Big Questions on Clients’ Minds
I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.
Read More
Blog
How a Donor-Advised Fund Can Help Your Charitable Giving
Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact:
Read More
Blog
How to Use a Trust as a Financial Planning Tool
Clients frequently ask whether they should leave their assets in a trust. It depends. Of course, if your net worth exceeds $11 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. However, for most Americans, federal estate taxes will not be a major concern.
Read More
Blog
10 Tax Planning Tips Your CPA Might Have Missed
There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. Click here to open fullscreen
Read More
Blog
How Your Employee Benefits Fit into Your Financial Plan
Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it.
Read More
Blog
In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.
But when the SECURE Act goes into effect – expected on Jan. 1, 2020 – beneficiaries will have to fully distribute taxable accounts within 10 years of the account holder’s death. That could push your loved ones into a higher tax bracket.
Read More
Blog
Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be
As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement income plan that can help guide you when it comes time to turn savings into sustainable retirement income.
Read More