2021 Tax Filing Tidbits
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Filing season for the 2021 income tax year has begun. Here are some tax tidbits for you.
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Blog
The Value of Bonds
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I love to organize—papers, closets, financial lives, and anything else that I can get my hands on. To me, it’s exciting to take chaos and create order. Being an organizer, I’m also a chronic declutterer, always on the lookout for things I can get rid of.
Read MoreRinging in the New Year with New Rates
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Here is what you need to know about 2022 retirement contributions.
Read MoreThe Safe Withdrawal Rate
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Most people want to enjoy their retirement—doing things and going places while they are still young enough to do them—all the while making sure they don’t spend their nest egg too quickly.
Read MoreBackdoor Roth IRA
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Among the many provisions in the trillion-dollar-plus legislative package being debated in Congress is a provision to eliminate a strategy called the backdoor Roth IRA conversion.
Read MoreDriving Your Wealth
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Long-term investing is a lot like taking a cross-country road trip. Along the way, you’re going to have to fill up your tank a few times, may hit some bumps in the road, and you might need to take a few detours.
Read MoreAfter the Honeymoon
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Settling into married life is a process and the happy couple will, over time, find what works best for them. What financial planning issues does a newly married couple need to address?
Read MoreThen and Now
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The world has changed over the past 50 years, and some say jobs were more plentiful and paid more back then versus what they do now. Gail Gill puts this into perspective.
Read MoreBe Intentional About the Future
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Estate plans can pose some tax issues if not thoroughly thought through. Here are some tips on how to be intentional about the future.
Read MoreWhat Does Money Mean to You?
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As a financial planner, one of the most important things I need to understand about my clients is what money means to them. What does money mean to you?
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Looking Ahead to 2021
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Looking ahead to this year, we will see tax law intended to continue to help boost the economy, face the economic effects of the pandemic, all while targeting the low end of the income scale.
Read MoreProductivity and AI
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As the COVID vaccine rolls out and businesses reopen, economists are expecting a strong showing of goods-and-services produced in 2021.
Read MoreDonor-Advised Funds
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As a financial planner and partner in a tax firm, I spend a lot of time planning financial futures and thinking through tax consequences. Occasionally, a donor-advised fund can make sense.
Read MoreWhat is Short Selling?
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At this point, you’ve probably heard the news about how a large group of social media users have banded together to hurt the short sellers of GameStop and other stocks. You might be wondering what short selling is, and why someone would do that in the first place.
Read MoreUnintended Consequences
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When working with clients, sometimes I come across situations where a seemingly insignificant change has a huge impact. The unintended consequences can result in big hassles down the road.
Read MoreThe Beat Goes On
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As time keeps marching forward and the coronavirus continues to affect families, local communities, global economies, and tax legislation, our firm remains committed to serving client tax needs.
Read MoreLosing a Loved One: Let's Take a Test
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Here is the scenario: Your father just passed away. In the midst of your despair, you have to figure out a number of details. How many of these questions are you able to confidently answer?
Read MoreShould I Refinance My Mortgage?
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With mortgage loan interest rates dropping to new lows in recent months, many are wondering if they should refinance.
Read MoreWhat is Fueling the Rise in Homeownership?
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Many thought homeownership would fall due to COVID. But, by the second quarter of 2020, housing demand whipsawed from down 41% to up 40% year-over-year. So, what happened?
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