In this blog post, we will delve into the benefits of investing in low-cost, passively managed index funds. We will explore the academic research on the topic, the underlying... Read More
Whether you’re nearing retirement or managing a high-income year, a donor-advised fund can help you reduce taxes on appreciated assets, smooth out charitable giving, and support the causes you... Read More
The FBI estimates that more than $10 billion dollars were lost in 2022 due to cyber related crimes. It has never been more important to keep yourself safe online,... Read More
One big change from Secure Act 2.0 was the allowance of unused funds to be rolled from a 529 account to a Roth IRA beginning in 2024. There’s a... Read More
A 457 retirement plan may be available to you if you work for a state or local government, or a non profit organization. You may have been notified if... Read More
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Qualified charitable distributions, or QCDs, are almost always the most tax efficient ways to give to charity. However, they are only available for those of a specific age, and... Read More
Understanding how annuities are taxed, and specifically how they fit into a tax-efficient retirement withdrawal plan, is a common pain point with many people we talk to. The tax... Read More
The federal government allows you to claim dependent children until they are 19. This age limit is extended to 24 if they attend college. Read More
IRMAA, or Medicare's Income-Related Monthly Adjustment Amount is an extra fee that is added to your monthly Medicare premium. What is the calculation for IRMAA surcharge and how can... Read More
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