When is a Robo adviser not enough?
In the last few years, a new type of financial services company has emerged, the fintech company. These companies are trying to use technology to automate, simplify and improve investing.
Tax Strategies to Implement Today
Here is a list of some strategies you can employ to reduce your tax liability for 2020 tax year. Bear in mind, some of these strategies generally apply each year so this is the perfect time to reach out to your Certified Financial Planner™ practitioner or tax preparer and implement a plan for 2021 and beyond.
Fighting the cost of college: Savings bonds?
It’s that, “oh shoot, honey, do we still have those in our strong box” kind of investment: Yes, I’m talking about savings bonds. You likely stashed them away for your kids 15 years ago, and if you’re like many families, you may have forgot about them entirely. But if your kids are now in college, it may be time to take a trip down to the cellar to dust them off.
What Does a COVID-19 Vaccine Mean For the Economy?
Two COVID-19 vaccines were approved by the FDA in December and distribution has officially begun. While our health is top priority, many are still wondering - what does a vaccine mean for the economy?
Avoiding big mistakes with RSUs, ESPPs and employer stock
If you are fortunate to work for a company that provides you with Restricted Stock Units (RSUs) or an Employee Stock Purchase Plan (ESPP), you may be sitting on a pile of company stock. In the early years, handling it may be straightforward: sell some and keep some. But as the value and number of shares grows,
The IRA tax bomb and why Roth conversions are now more important than ever
You’ve been an excellent saver, funding as much as you can into your 401(k) every year. And now you’ve got a big 401(k) or IRA rollover (or both). Your retirement looks secure and you’re starting to think about what retirement is going to look like. It’s a nice problem to have. But what about taxes on distributions?