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A Note on the Coronavirus

Monthly Newsletters

A Note on the Coronavirus

Dear Clients and Friends, On Wednesday, February 19th – after a spectacular 40+% runup that started the day after Christmas 2018 – the Standard & Poor’s 500-Stock Index closed at 3,386.15, a record high.

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5 Financial Goals for Spring

Blog

5 Financial Goals for Spring

Spring is almost here, and there is no better time to perform a spring cleaning of your finances. One way to get your finances whipped into shape is by setting reasonable financial goals that can help you get on track for a successful year.

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Before You Change Your Investment Portfolio, Consider These 14 Things

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Before You Change Your Investment Portfolio, Consider These 14 Things

During volatile periods in the market, it can be tempting to shake things up a bit with your investment portfolio. However, it’s not always the best idea to do so. Experimenting and taking risks can sometimes yield high returns, but making rash decisions might do more harm than good.

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The Mamba Mentality: Constantly Striving to be the Best Version of Yourself

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The Mamba Mentality: Constantly Striving to be the Best Version of Yourself

With the recent sudden passing of NBA superstar Kobe Bryant, it prompted me to focus my blog on his personal mantra, the constant quest to be better today than you were yesterday.

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3 Roth Conversion Traps To Avoid After The SECURE Act

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3 Roth Conversion Traps To Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

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2020 Federal Income Tax Brackets & Rates

Federal income tax brackets and rates for 2020 are shown below. Indexing has increased the income brackets by roughly 2% across the board.

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10 Tax Planning Tips Your CPA Might Have Missed

Infographics

10 Tax Planning Tips Your CPA Might Have Missed

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

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Free Guides

10 Tax Tips

CPAs and the online programs you might use come tax time specialize in preparing your taxes — not tax planning. Think bigger than year to year. Tax planning takes into account the larger picture of your investments, assets, estate strategy and other parts of life to protect your finances over decades.

Our resource “10 Tax Planning Tips Your CPA Might Have Missed” breaks down this complex discussion into concrete, actionable items that can help you think strategically about taxes.

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Year-end Tax Checklist

The tax process is notoriously complex – there are plenty of details you could miss and plenty of cracks for money to fall through. What are the changes to your tax profile since the Tax Cuts and Jobs Act? Are you protecting your assets for the present and your estate for the future? Will you take the standard deduction or will you itemize?

Our tax checklist can help you prepare for these questions. Taxes are part of life. Let’s take as much stress out of the process that we can.

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Making Sense of RMDs

The SECURE Act will impact millions of Americans who will inherit or leave behind a retirement account. Effective Jan. 1, 2020, the required minimum distributions on these accounts is 10 years – meaning you’ll likely need to adjust how much you withdraw annually as compared to the previous rules.

Learn the full impact on your RMDs by downloading our “Making Sense of RMDs” whitepaper.

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