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Blog

Umbrella Policies: Extra Coverage and Peace

Additional insurance to protect your assets and future Why doesn’t anyone ever tell you not to buy an umbrella liability policy? It seems like additional […]

Donor-Advised Funds: A Solution to Gifting with Tax Benefits

Gifting, for many investors, is about the philanthropic support to charities: they gift to benefit society and the world. The above-the-line deduction for charitable giving […]

Managing A Budget During Your Retirement

Unless you have accumulated substantial wealth where money is not a concern, you face a critical task when you reach retirement to make sure that […]

Do You Need Financial Wellness?

Financial wellness allows you to live the life you’ve earned, literally. When you manage your money well, you can have shelter, food, clothing, and participate […]

5 Types of Retirement Plans for Small Business Owners

There are three overarching categories of retirement plans that aim to meet both owner and employee needs. All use investing in stock as a means to […]

Eight Key Facts to Know About Social Security

A whopping 70 percent of adults in their 20s through 50s fear that the Social Security program might be reduced or eliminated by the time […]

The Perils of Trying to Time the Stock Market

One year after the COVID-market-bottom, were you fully invested?   The end of March 2021 marks the one-year anniversary of the stock market bottom and […]

The Rules Have Changed, Directing Tax-Qualified Accounts to Heirs May Not Be the Best Idea

SECURE Act Limited “Stretch” Provisions for Inherited Assets The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed by Congress and signed into law […]

Understanding Tax Loss Harvesting

What is Tax Loss Harvesting? When investments in taxable accounts do not perform as hoped and lose value, investors may be able to take advantage […]

If You Have Taxable Income Over $200K, this is How You Calculate Your Net Investment Income Tax

What is Net Investment Income Tax? If you have taxable income over $200K, you may need to calculate net investment income tax when you prepare […]