NEWS & COMMENTARY

Financial Planning Newsletter

3rd Quarter 2019

ETFs may sound like aliens from the “Star Wars” movies. But they’re actually an increasingly popular investment that offers several potential benefits to investors. The acronym stands for exchange-traded fund. […]

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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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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 – […]

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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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