Oct 16, 2024 | Financial Planning, Tax Planning
The season of giving is just around the corner. Before you start signing checks, it’s a good idea to make sure your giving strategy is positioned to maximize your generosity while aligning with your overall financial plan and values. Whether you’re a business owner,...
Aug 20, 2024 | Financial Planning, Retirement Planning
Determining the ideal retirement age is a pivotal decision that influences not only your financial well-being but also your overall quality of life in your later years. This decision is deeply personal and varies from individual to individual based on a variety of...
Oct 23, 2023 | Financial Planning
A covered call is an options strategy in which an investor holds a long position in an asset (typically shares of stock) and sells (or “writes”) call options on that same asset. The goal of this strategy is to generate additional income from the options...
Jun 14, 2023 | Financial Planning, Retirement Planning, Tax Planning
Retirement is supposed to be the stage of life where the worries of the working world are left behind and you can relax and enjoy the fruits of your labor. However, the reality is that for many retirees, the tax burden doesn’t disappear with the working world....
Feb 7, 2023 | Financial Planning
Introduction The SECURE 2.0 Act (Setting Every Community Up for Retirement Enhancement) is a bill passed by the U.S. Congress in December 2021. It builds upon and expands the provisions of the original SECURE Act (passed in December 2019) and includes changes to...
Oct 12, 2022 | Financial Planning
Are you looking for an advisor overwhelmed by the sea of people that are out there? Or, are you currently working with an advisor and not sure if they are still the best fit for you? Here is a list of ten questions to ask: 1. Are you a fiduciary? A fiduciary is...
