Tax Implications for Widows and Widowers
The loss of a spouse has been described to me by clients as “all-encompassing grief” and “an indescribable emotional, physical, and mental fatigue.” For those who have experienced a significant loss recently, the burden of financial decision-making may feel like a weight added to an already heavy load.
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Self-Employed Retirement Plans- Which Retirement Plan is Right for You?
Being self-employed, like many aspects of life, has both advantages and disadvantages. One major advantage is access to tax-advantaged retirement accounts with high contribution limits, flexible investment options, and relatively easy administration. Read about simple options that allow you to take the next step toward saving for your retirement.
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Your Financial End-of-Year Checklist: Insurance Planning, Estate Planning, and Other Considerations
Having a financial plan going into the new year is incredibly important to help you meet your financial goals and to ensure that you are adequately prepared. In this second installment of your end-of-year financial checklist, we will be discussing insurance planning, estate planning, and other key considerations for you to plan for.
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Your Financial End-of-Year Checklist: Investment Accounts, Tax Planning, and Savings & Contributions
The end of the year is a crucial time to review your finances, as there are time-sensitive financial planning strategies to consider before the clock strikes midnight on December 31. We want to share an end-of-year financial checklist to help you get a head start.
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What the Federal Reserve’s Rate Cuts Mean for You
With much attention on the Federal Reserve and interest rates recently, we want to dive deeper into what it means when the Fed cuts rates, how it affects the broader economy, and what potential investment implications you should consider.
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