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Category: Taxes

Charitable Giving

How To Create a Charitable Giving Strategy

December 16, 2022 | , ,
These days, requests for charitable donations are a year-round occurrence. Whether it’s giving money after a natural disaster, a request from your alma mater, or simply being asked whether you want to “round up” at the checkout line, there are endless opportunities to give. 
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Roth Conversion planning

Does a Roth Conversion Make Sense for Me?

November 28, 2022 | , ,
As fall ends and winter begins, many people wonder what end of the year financial tasks and tax planning strategies they should be thinking about. 
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Optimism Among Uncertainty

3 Reasons for Optimism Among Market & Economic Uncertainty

October 31, 2022 | , ,
It’s no secret that this year has been full of market and economic uncertainty. Inflation, the Fed, geopolitics and more continue to be on most of our radars. 
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Save money with these green initiatives

How To Take Advantage of New Energy-Efficient Tax Rebates and Incentives

September 29, 2022 | , ,
As part of President Biden’s recently passed Inflation Reduction Act, homeowners have a great opportunity to make energy-efficient upgrades to their home while saving money in the process. 
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concentrated stock holding

Is Your Concentrated Stock Holding Worth the Risk?

February 16, 2022 | , ,
 
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End of Year To-Do's

Five Ways to Uplevel Your End-of-Year Finances

November 3, 2021 | , , , , ,
Visit any Costco or Target (two of our favorites!) and you’ll see that fall is officially over and the holiday season is upon us. Not to despair, however. With a solid nine weeks left in 2021, now’s a great time to run through some important “to-do’s” and finish the year with your finances in good order.
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Cryptocurrency

Cryptocurrencies – Four Things To Know Before You Invest  

November 3, 2021 | ,
Cryptocurrencies have made a lot of headlines recently, from minting overnight millionaires to Elon Musk’s tweets about bitcoin. Many people are left to wonder if — and how — they should be thinking about crypto.
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Biden’s Tax Proposal: What Does It Mean For You?  

October 11, 2021 | , ,
On September 13th, Democrats on the House Ways and Means Committee released their highly anticipated, and speculated, proposed tax changes. It’s unclear how they will ultimately shake out, as Democrats need almost every vote they have to advance the changes. Regardless, the proposed measures are quite different from what many anticipated.  
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Did You Receive a Child Tax Credit in July? Here’s What You Need to Know

August 2, 2021 | , ,
You may have noticed an unexpected deposit in your bank account (or check in your mailbox) last month from the Federal Government — the first installment of six advance Child Tax Credit payments to come. Congress increased the credit from its previous level of $2,000 per child to a maximum of $3,600 per child. 
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Possible Tax Changes Ahead – Make a Move or Sit Tight?

April 30, 2021 | ,
During last year’s Presidential campaign, then-candidate Joe Biden ran on a platform of expanded social programs paid for, in part, by proposed tax increases on wealthy Americans. The American Family Plan announced at the end of April would expand paid family leave, increase access to childcare and prekindergarten education, and make community college tuition-free.
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