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Your Questions Answered Estate Planning

Your Questions, Answered: Estate Planning

February 18, 2021
On this week’s episode of Your Questions, Answered  Chris Housen  and  Brian Leitner  discuss creating your own estate plan,...
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What You Need to Know About Kiddie Tax

What You Need to Know About Kiddie Tax

February 16, 2021
Kiddie tax is a tax law that was implemented in 1986 to prevent parents from taking advantage of lower...
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Expensive Educational Costs Your Questions, Answered

Your Questions, Answered: Expensive Educational Costs

February 11, 2021
On this week’s episode of Your Questions, Answered  Valerie Escobar  and  Brian Leitner  discuss the expense of education and...
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Your Life Simplified - Let Your Conscience Be Your Investing Guide

Let Your Conscience Be Your Investing Guide

February 9, 2021
Many individuals who invest would like to know how their dollar is being put to work while in the...
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We’re Off to an Interesting Start in the New Year…We Still See Positive Equity Returns in 2021.

We’re Off to an Interesting Start in the New Year…We Still See Positive Equity Returns in 2021.

February 8, 2021
“Owners of Sound Securities Should Never Panic” –  J. Paul Getty As you know, we introduced our...
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Madness of Crowds

Madness of Crowds

February 8, 2021
“Every age has its peculiar folly: some scheme, project, or fantasy into which it plunges, spurred on by the...
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Biden Extends Student Loan Repayments

Students Get a Break on Loan Repayment

February 8, 2021
Among President Biden’s executive orders during his first hours in office: continuing to delay student loan payments and interest...
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IRS Expands Program to Protect Taxpayers’ Identity

IRS Expands Program to Protect Taxpayers’ Identity

February 8, 2021
Effective as of January 2021, the IRS is allowing you to voluntary opt-in to its Identity Protection PIN (“IP...
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IRAs Traditional or Roth, Grow

IRAs: Traditional or Roth?

February 6, 2021
The traditional IRA and Roth IRA have pros and cons, and, depending on your personal circumstances, one may be...
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Should You Rollover an Ira To an HSA

February 5, 2021
For many people, health savings accounts (HSAs) provide an affordable way to pay for medical expenses. When paired with...
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Tax Strategies for Funding Higher Education

February 4, 2021
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
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YQA Equity Exposure

Your Questions, Answered: Equity Exposure

February 4, 2021
On this week’s episode of Your Questions, Answered  Tony Roberts  and  Brian Leitner  discuss maintaining the desired equity exposure,...
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