Financial Planning

Once again, the Olympic games are upon us! The 2022 winter games are being held in Beijing, China from February 4 through February 20 and will feature classic sports (like figure skating, speed skating, curling, skiing, and snowboarding) with seven new events in snowboarding, bobsled,...
Topics: Financial Planning

As the saying goes, “nothing is certain except death and taxes.” That said, no one likes to be confronted with a surprise bill from Uncle Sam, so today we uncover some specifics of the stealth tax, or the alternative minimum tax (AMT). The AMT can...
Topics: Financial Planning

While we all know that Shakespeare is poetic, a real question many people ask is ‘do I really need renters insurance?’ Our view is, to have, or not to have – is that really a question?! The most common responses for why people don’t have...
Topics: Financial Planning

According to the National Retail Federation, more than 165 million people are expected to shop the sales for Black Friday. With the explosion of retail emails, TV commercials, and paper ads that will inevitably catch your eye this weekend, it can be easy to overspend...
Topics: Financial Planning

Ask your child what they’re afraid of, and they may say the dark, a monster under the bed, or their school principal. Turn to your friends, however, and you may find that financial concerns – not “things that go bump in the night” – start...
Topics: Financial Planning

A Roth conversion is a taxable transfer of assets from your traditional, SEP, or SIMPLE IRA to a Roth IRA in an effort to take advantage of the tax and withdrawal benefits of a Roth IRA. Not only do assets grow tax-deferred in a Roth...
Topics: Financial Planning

It feels as though we experience a “once-in-a-century” event that leads us to a “new normal” every decade. And those in the media love to proclaim, every time, that “this time is different.” Now, we’re hearing it again: the COVID-19 pandemic changed everything. After experiencing...
Topics: Financial Planning

When Halloween comes around, you may find yourself watching one of the many “reality” TV shows centered on hunting down supernatural influences. Whether or not you believe in the supernatural, one could argue that there is a tangible way for those who have passed to...
Topics: Financial Planning