Financial Planning Newsletter

2nd Quarter 2019

The Tax Cuts and Jobs Act (TCJA) changed funding a child’s education significantly. Here are five factors to consider. You can now pay tuition for kindergarten through 12th grade at […]

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1st Quarter 2019

Do you consider yourself rich? If you own a couple of mansions, a fleet of luxury cars, and financial accounts reaching high into the millions, it may be easy to […]

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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 – […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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