2022 Year-End Financial Planning Checklist
As we approach the end of 2022, here are a few simple tax saving tips to lighten the burden when you file your taxes next April!
2022 Year-End Financial Planning Checklist
Insights
Turn Long-Term Care Expenses into Tax-Free Income
Turn Long-Term Care Expenses into Tax-Free Income
No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.
Webinar Replay – 20 Minutes on the Market, Economy, and Your Portfolio
Webinar Replay – 20 Minutes on the Market, Economy, and Your Portfolio
What you need to know on the market, economy, and your portfolio in 20 minutes. Plus, with the midterm elections around the corner, we include a bonus on how markets respond to elections.
Market Declines: What We Can Learn from History
Market Declines: What We Can Learn from History
Despite the gloom brought by each downturn, history shows us that declines are part of the market cycle and they have always bounced back. Does this mean you’re stuck just riding it out without a plan? You certainly don’t have to be! Here are three ways to plan for market declines.
2023 Retirement Plan Contribution Limits
2023 Retirement Plan Contribution Limits
Here’s what you need to know about 2023 contribution limits for 401(k)s, IRAs, and more to help make your annual investment game plan!
How Much Do You Need to Retire?
How Much Do You Need to Retire?
Are you starting to think about making the transition to retirement?...
Should I Use an Irrevocable Trust to Save on Estate Taxes?
Should I Use an Irrevocable Trust to Save on Estate Taxes?
Have you ever wondered, “Should we have a trust?”, then quickly...
Can (and Should) My LLC Own a House?
Can (and Should) My LLC Own a House?
Should you own real estate in an LLC? What about other personal...
Family Foundations: What Are They & Do I Need One?
Family Foundations: What Are They & Do I Need One?
Should I set up a Family Foundation? Is this the right structure to...
How Much Will Healthcare Cost in Retirement?
How Much Will Healthcare Cost in Retirement?
You’ve dreamed big, planned carefully, invested well, and you’re ready...
What’s in the Inflation Reduction Act of 2022?
What’s in the Inflation Reduction Act of 2022?
President Biden signed the Inflation Reduction Act of 2022 into law on...
Using Donor Advised Funds (DAF) to Reduce Tax and Increase Giving
Using Donor Advised Funds (DAF) to Reduce Tax and Increase Giving
Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!
I’m retired…why has my portfolio been so volatile?
I’m retired…why has my portfolio been so volatile?
The headlines have recently been full of news about inflation, high...
The Best Day of the Year to Invest
The Best Day of the Year to Invest
If you have a lump sum of money sitting in the bank, you might find...
Webinar Replay – Inflation, Interest Rates & the Risk of Recession
Webinar Replay – Inflation, Interest Rates & the Risk of Recession
A replay of our August 2, 2022 discussion of how today's biggest market and economic themes affect your investment strategies.