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Answers to 3 Big Questions on Clients’ Minds

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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.

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How a Donor-Advised Fund Can Help Your Charitable Giving

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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:

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How to Use a Trust as a Financial Planning Tool

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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.

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10 Tax Planning Tips Your CPA Might Have Missed

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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

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How Your Employee Benefits Fit into Your Financial Plan

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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. 

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In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

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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.

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Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

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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.

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Compounding Wealth (and Wisdom)

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Compounding Wealth (and Wisdom)

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

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Small Business Owners

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Small Business Owners

199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic. Click here to open fullscreen

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4 Tips to Take Your 401(k) to the Next Level

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4 Tips to Take Your 401(k) to the Next Level

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

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