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Wednesday, March 25, 2020

The investor playbook is to always follow your investment plan. The only thing worse than not having a plan, is abandoning the one you have. The stock market has already suffered declines similar to those associated with recessions....

 

Wednesday, February 19, 2020

SECURE Act Changes You Need to Know About The SECURE Act is finally here and officially law now starting in January 2020. The bill has had wide bipartisan support for some time, and it was finally slipped into the December budget...

 

Wednesday, January 22, 2020

Most Popular Strategies from New Tax Code: Bunching Charitable Contributions Part 3 of 3 The Tax Cuts and Jobs Act (TCJA) tax bill will be in its 3rd year in 2020, for a total of only 7 years. The new tax law has created a very...

 

Wednesday, December 18, 2019

Most Popular Strategies from New Tax Code: Qualified Charitable Distributions (QCD’s) Part 2 of 3 In part 1 of this 3-part series we spoke about how great Roth Conversions are under the new tax code and why now is a fantastic...

 

Monday, November 18, 2019

Part 1 of 3 We are well into the second half of the year in 2019 which means it is time to start thinking about what year end planning needs to be done. There are some VERY popular strategies that have come from the new tax code but...