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A Look at What’s Ahead for the 2023 Economy

A Look at What’s Ahead for the 2023 Economy

January 5, 2023
As we turn the page on a new year, it is a good time to think about the economy...
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Reaching Your Financial Goals & New Year’s Resolutions

Reaching Your Financial Goals & New Year’s Resolutions

January 5, 2023
To kick off the new year, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share...
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Tax Strategies for Funding Higher Education

Tax Strategies for Funding Higher Education

January 4, 2023
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
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How the Timing of Withdrawals Can Make or Break Your Portfolio

How the Timing of Withdrawals Can Make or Break Your Portfolio

January 4, 2023
The saying “timing is everything” rings especially true when you are ready to retire and plan to start withdrawing...
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Noncash Charitable Donations

Noncash Charitable Donations

January 3, 2023
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making noncash charitable contributions can be...
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2023 Social Security Tax and Benefits Update for High Earners

2023 Social Security Tax and Benefits Update for High Earners

January 3, 2023
With inflation continuing to take a bite out of retirement benefits, the Social Security Administration has made some significant...
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Congress Passes Secure 2.0 Act Bringing Big Changes to Saving for Retirement

Congress Passes Secure 2.0 Act Bringing Big Changes to Saving for Retirement

January 2, 2023
At the end of 2022, Congress passed SECURE 2.0 Act legislation as part of a larger spending bill. SECURE...
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Make the Most of Your Retirement Plan Contributions

Make the Most of Your Retirement Plan Contributions

January 2, 2023
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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<em>Navigating Estate Planning</em> <em>in a Digital World</em>

Navigating Estate Planning in a Digital World

January 2, 2023
When you meet with an estate planning attorney, you may be focused on creating or updating traditional documents like...
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Choosing a Guardian and Trustee

Choosing a Guardian and Trustee

January 1, 2023
When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...
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What Are the Implications of a Loan Versus a Financial Gift to a Family Member

What Are the Implications of a Loan Versus a Financial Gift to a Family Member

December 30, 2022
Q: What is the difference between a gift and an intrafamily loan? A: The IRS defines an intrafamily...
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IRAs: Traditional or Roth?

IRAs: Traditional or Roth?

December 28, 2022
There are more retirement account options today than ever, including traditional IRAs and Roth IRAs. Compare the features, benefits...
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We can help you take the complex and make it simple. Our podcast hosts Mike, Valerie and Katie share need-to-know insights about finances and wealth.

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SECURE 2.0 Act: Retirement Saving Changes

February 2, 2023
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#99

History of the Financial Markets: A Look Back at the Last 100 Years

January 26, 2023
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#98

5 Costly Roth IRA Mistakes to Avoid

January 19, 2023
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