Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

How State and Local Taxes Affect Your Retirement Plan

October 14, 2020 -

With state and local budgets under pressure because of the coronavirus, taxes from these entities may become a front-burner issue if they are not already.


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Election Day and Tax Planning

September 4, 2020 -

It is prudent for taxpayers to consider the potential implications of the proposed tax law changes of both presidential candidates and plan accordingly.


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How Secure Are Your Finances?

March 9, 2020 -

Revisiting retirement and estate plans is a must under the new SECURE Act.


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2019 Year-end Legislation

January 8, 2020 -

A synopsis of the SECURE Act and Retirement Reform.


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Five Year-End Tax Planning Moves

November 25, 2019 -

Waiting until this time of year to do our individual tax planning is an annual event for many of us.


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Avoiding Retirement Savings Mistakes

November 1, 2019 -

How to avoid the mistakes that can reduce income security


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A Tax-Efficient Portfolio Makeover

March 1, 2019 -

It may be less painful than you think.


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What is the Difference Between Marginal and Effective Tax Rates?

January 29, 2019 -

All of the income you make is not taxed at one rate.


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4 Strategies for an Organized Tax Season

January 29, 2019 -

The upcoming tax-filing season is going to be a lot different than in years past.


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Tax-Loss Selling: A Silver Lining in Volatile Markets

December 6, 2018 -

Strategic sales can improve your asset allocation and help alleviate the tax hit typically associated with realignment.


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Key Provisions of 2017 Tax Reform

January 24, 2018 -

Final provisions of the 2017 tax reform bill and their impact on individual investors and business owners.


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These Charitable Investment Strategies Deliver a ‘Three-fer’

September 25, 2017 -

These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.


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A Tax-Efficient Portfolio Makeover May Be Less Painful Than You Think

March 18, 2017 -

Proper accounting of cost basis is essential to avoid paying more taxes than you need to.


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What is on Deck For Your 2017 Taxes?

January 9, 2017 -

The skinny on dividend and capital gains taxes, IRA and 401(k) contribution limits, and more.


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2018 Tax Planning Checklist

A guide to assist you quarter-by-quarter


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Do Not Write Off Tax-Loss Selling in a Strong Market

December 16, 2016 -

Even buy-and-hold investors may be able to identify worthy candidates.


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Essential Financial-Planning Numbers for 2017

December 16, 2016 -

The skinny on retirement-plan contributions, Social Security, and more.


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Have You Taken a Good Look at an HSA?

November 25, 2016 -

For high-income investors who are maxing out other tax-sheltered accounts, the high-deductible healthcare plan/HSA combo is close to a no-brainer.


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Tax-Gain Harvesting Can Be a Profitable Strategy

November 25, 2016 -

‘Stepping up’ cost basis can reduce tax bills for lower-income investors.


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