Blog

November 20, 2018

Avoiding Charitable IRA Beneficiary Mistake – 5 Easy Steps

Can IRAs be used to benefit a charity? IRAs can be a great source of funds to provide a benefit for a favorite charity, but using these funds can create a ...Read More
November 20, 2018

The Power of Giving-Thanks: Why Gratitude Is Not Just For Good Times, But For All Times

You’ve heard it a thousand times. Be grateful. Count your blessings. Focus on the good. Yet let’s face it, living from gratitude, particularly when the airwaves bombard us with all the ‘not-so-good’, is easier ... Read More
November 20, 2018

Analyzing Data Amid Declines – November 19, 2018

Markets experienced more volatility last week, as perspectives on trade, tech, and retail pulled investor sentiment back and forth. Although domestic indexes were ... Read More
November 13, 2018

2019 Tax Planning – Year-End Preparations

The countdown begins. Once the clock rolls us into 2019, tax season gets underway. The old calendar year, 2018, will have been put officially ... Read More
November 13, 2018

To Convert or NOT To Convert in 5 Easy Steps

What is a Roth IRA conversion? A Roth IRA conversion is the process of moving IRA or employer plan ... Read More
November 13, 2018

Retirement Planning Doesn’t Stop When You Retire

Retirement can mean uncertainty if you haven’t taken steps to plan for it appropriately. In a June 2018 Bankrate survey, 61% of Americans admitted that they still don’t know how much they’ll need ... Read More
November 13, 2018

The Impact of Oil and Elections – November 12, 2018

Last week, markets experienced a 4-day winning streak before dropping on Friday, November 9. Despite those losses, domestic indexes posted gains for ... Read More
November 6, 2018

Using IRAs to Help Children in 5 Easy Steps

Can children have IRAs? There is no minimum age for having an IRA. Due to the power of compound interest, saving tax-free in an IRA from childhood ... Read More
November 6, 2018

What a Democratic House Would Mean for Your Taxes

Last year, without a single Democratic vote, Congress reshaped the tax code, lowering individual tax rates, dropping the corporate tax rate to 21% from 35%, doubling the estate tax exemption, curtailing ... Read More
November 6, 2018

Markets Bounce Back – November 5, 2018

Markets posted strong gains last week after struggling for much of October. The S&P 500 had its best weekly performance since May, and the NASDAQ had its ... Read More