Using cash is the least tax-efficient method to make a charitable gift. Here are three ways to enhance your giving. Continue reading
Ways To Leverage Your Charitable Giving
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Lump-Sum Pensions Much Higher In 2021
Many baby-boomers have earned pensions over their working careers and are confronted with the complex decision of how best to optimize it. Some plans offer the choice of a lump sum that can be rolled over pre-tax to an IRA instead of a lifetime monthly payment. Next year, 2021, will likely be an optimal year to elect the lump sum for many. Continue reading
How to Get A $16,168 Tax Credit On Obamacare Even If You Are Affluent
Many early retirees find they must utilize Affordable Care Act (ACA or Obamacare) policies to bridge the gap from employer-provided health insurance to Medicare at age 65. ACA policies are expensive but even affluent families may be able to obtain significant tax credits to offset premiums. Continue reading
Mobile App & Client Vault Updates
We have a few announcements related to your client vault and improvements in your experience, security, and flexibility in sharing data. Mobile App Updates We are happy to announce we have a new mobile app available for your smart device … Continue reading
Politics & Investing: Perceptions & Reality
As a financial advisor, many comÂmonly believe I deal with technical or mathematical issues around financial planning, investing, and taxes. While that is true, dealing with the emotional matÂters that surround money is often just as important as and, in … Continue reading
