Estate Planning 2022 Federal Tax Update
The new year offers a good time to review your existing estate plan against the tax policy landscape and your long-term wealth transfer goals.
03.03.22 Retirement and Financial PlanningVolatility Continues
All the major US averages have moved to either correction (-10%) or bear market (-20%) levels. There are several reasons…
02.24.22 Retirement and Financial Planning2021 Tax Guide
Mailing ScheduleForm 1099 Tax Information By January 31, 2022, Pershing will begin mailing Form 1099 tax statements. When you receive your Form…
02.15.22 Retirement and Financial PlanningRetirement Preparation Mistakes
Why are they made again and again?
02.07.22 Retirement and Financial PlanningNew Year Financial To-Do List
New Year Financial To-Do List
01.04.22 Retirement and Financial PlanningLow Volatility Explained by the Sharpe Ratio
Sharpe Ratio is a measurement of the risk-adjusted return of a portfolio. The concept is named after William F. Sharpe of…
12.30.21 Education PlanningWays to Fund Special Needs Trusts
A look at the different choices & strategies.
07.15.21 Estate and InsuranceQualified Charitable Distributions
A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions.
07.15.21 Retirement and Financial PlanningWhy is the 10 Year Treasury Yield So Important?
Advisor Q & A Featuring Wealth Advisor Associate, Tim Lynch
07.12.21 Retirement and Financial PlanningConducting Your Mid-Year Financial Checkup
The midpoint of the year is a great time to review your financial position.
07.08.21 Education PlanningFAFSA Simplification Act
Learn about how legislative changes can help you finance your loved one’s education.
06.16.21 Estate and InsuranceTax & Estate Strategies for Married LGBTQ+ Couples
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are…
06.15.21