NEWS & COMMENTARY

Financial Planning Newsletter

4TH QUARTER 2018

Who is your Trusted Contact? We’ve been with you through the ups and downs of life and the stock market.  During that time, we’ve learned a lot about you – […]
Read More

3rd Quarter 2018

Retirement savers, give thanks! The recently passed tax plan doesn’t harm you – much. Congress, for instance, did not lower maximum contributions for tax-deferred plans, like traditional 401(k)s and individual […]
Read More

2nd Quarter 2018

Perhaps the most despised federal levy is the alternative minimum tax, which Congress passed in 1969 to prevent the loophole-savvy ultra-wealthy from shortchanging Uncle Sam. Over the years, AMT’s reach […]
Read More

1st Quarter 2018

As the 2017 tax filing deadline approaches, many are preparing to take advantage of IRA contributions.  As advisors, we often hear the question “Should I contribute to my Traditional or […]
Read More

4th Quarter 2017

Should you convert your traditional IRA to a Roth IRA? A key factor in this decision is taxes. If you expect to be in a higher tax bracket during retirement […]
Read More

3rd Quarter 2017

Rising health care costs have been at the forefront of political and economic debate for over a decade.  One often overlooked contributor to these rising costs is the increase in […]
Read More

2nd Quarter 2017

The IRS has increased the federal estate tax exemption, which is indexed annually for inflation, to $5.49 million for 2017, up from $5.45 million in 2016. That lets couples now […]
Read More

1st Quarter 2017

When flying, have you ever listened to the pre-takeoff safety demonstration? If you’re not distracted by the screaming baby behind you or the couple arguing over the window seat next […]
Read More

SEND US A MESSAGE