Taxes and Holiday Gift Giving
The holiday season is customarily a time of giving gifts, whether to your favorite charity, family members or others. Some gifts even provide a variety of tax benefits.
When Should You Review Your Estate Plan?
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.
Year-End 2023 Tax Tips
Discover the essential strategies to minimize your tax liability and take control of your financial future as the year comes to a close. Get ready to navigate the year-end tax maze with confidence and secure your financial well-being with these tax tips!
Investors Look Ahead to a Choppy 2023
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to look back at 2022’s stock market and provide their outlook on what could be in store for both the stock market and the economy in 2023.
Three Ways to Help Simplify Your Finances
Over time, finances tend to get complicated, especially when you’re juggling multiple goals and accounts. Simplifying your finances may help free up more time to focus on your financial priorities.
Tips for Safe Online Shopping
The increase in popularity of online shopping means that cyber criminals and online scams are more prevalent than ever before.
With Many Tax Provisions Sunsetting in 2022, Planning Still Required
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Associate Peter Lynch to highlight the many provisions and tax credits that sunset at the end of 2021, as well as other areas that may require a mid-year check-in with your CPA.
Mid-Year: Evaluate Where You Are, but Don’t Lose Sight of the Future
Managing Associate K.C. Smith, CFP®, CEPA, leads a discussion of what investors can do mid-year to reassess their financial situation.
Pay Attention to These Rules When Planning Your 2022 RMDs
On January statements, custodians likely notified investors of their account balances as of Dec. 31 and provided a calculation of the RMD for the year. Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and a Financial Planner to share four important rules to remember when planning your required minimum distributions.
Making Resolutions that Stick
It’s not too late to start a New Year’s resolution. In this Money Talks Minute, Bil Lako, CFP® provides some financial resolutions that don’t require a lot of time or energy but can position you well for the New Year.