Inflation. Is it good for the economy?
Inflation is causing prices to rise for everyday consumers. How will this rise affect your overall strategy?
Think past May 1st --> Real college planning is looking long term
The school that’s a great fit for your child that will also save them thousands of dollars in loans after graduation >>>> Now that’s something to brag about at a cocktail party 👏
Avoiding a surprise tax bill
After a year of strong stock market gains, many taxpayers are feeling the pain of having made a lot of money in 2021. If you sold stock last year, you know what I’m talking about. You recorded the gains and so did the IRS. This has caused many to have to make a surprise payment to the IRS. What can you do?
What is the IRS thinking?
One of the sweeping changes that was part of the SECURE ACT was the way one who inherited a retirement account had to take distributions.
RMD delay: Good news for retirement savers—maybe
Last week the House of Representatives voted to change the age at which retirement savers must start taking money out of most retirement accounts. The new age is 75, up from 72. For those who will have to take Required Minimum Distributions (RMDs), that’s good news, right? Maybe.
How is the War in Ukraine impacting the markets?
In uncertain times, our highest priority is helping our clients keep emotions out of investing and ensuring you remain focused on your long-term financial goals.