A Look at Tariffs, Market Swings, and the Power of Patience. Have You Checked Your Portfolio Lately? With the recent tariff news and economic uncertainty, it’s understandable if you are nervous. But should you be worried? The past month has been filled with a flurry of negative economic news, leaving many investors on edge. What […]
Worried About Tariffs? Let’s Look at the Facts. Read More »
An enormous Social Security change just happened. Are you one of the 3 million this impacts?
WEP/GPO Repeal (Social Security) Read More »
2024 in review – where was the volatility?
Money Talk – December 2024 Read More »
With the election results in, TCJA sunset thinking may change.
TCJA Sunset? Or Maybe Not So Fast Read More »
Tax-Advantaged Giving Anyone? There are probably nearly as many ways and reasons to give as there are organizations and individuals seeking support. Our time, skills and resources are always in demand. With a little planning, however, you can help your organizations and lower your tax bill. What Constitutes a “Gift” to Charity From a Tax
The ABC’s of Gifting Appreciated Securities Read More »
What’s the #1 service people wish their financial advisor would provide? Tax planning According to a recent survey, 90% of the nearly 1,600 investors surveyed wish their advisor would help them reduce their tax bill via tax planning. People like to save money on their taxes – who knew? And with year-end approaching, the clock is
The Clock is Ticking! Year-End Tax Strategies Read More »
Love a quick game? Love learning? Want to improve your personal finance acumen? Let’s Play!
Two Truths – One Tale Read More »