From 1928 to 2020, the Standard & Poor’s 500 has posted positive results in 20 out of the 24 election years. The...
Investing in a Presidential Election Year
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TAX-EFFICIENT RETIREMENT PLANNING
Investments Articles
TAX-EFFICIENT RETIREMENT PLANNING
Investments Articles
SECURE Act 2.0 Includes New Provision On Special Needs Trusts
Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the...
Technology Guide for Dementia Patients and Their Caregivers
According to Alzheimer's Disease International, someone develops dementia every three seconds. As of 2020, there were...
10 Financial Missteps to Avoid During a Divorce
Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally...
The Psychology of Love and Money
Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance...
What to Know When Your Child Turns 18
Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together With the coming of their eighteenth...
AI’s Role in Shaping Our Tomorrow: A Look Ahead
We’ve been receiving several questions about AI's Role in the Future from clients, so we thought we would answer some...
Charting Financial Independence: A Millennial’s Guide
Typically, my outreach efforts have been centered around providing crucial financial education to individuals...
IRS Officially Announces New Income Tax Brackets for 2023
New income tax brackets have just been released. The IRS standard deduction and marginal tax rates are the basic...
How Income Taxes Change In Retirement
For most Americans, federal income taxes are a once-a-year inconvenience that raises its ugly head every spring. ...
Secure 2.0 Act Opens Door to Tax-Free Rollovers from 529 Plans to Roth IRAs
Three years had passed since the original Secure (Setting Every Community Up for Retirement Enhancement) Act of 2019...
Pension Termination
What Does Terminating a Pension Plan Mean? For current or former employees receiving a “Notice of Intent to Terminate”...
