by Jessica L. Gibbs, CFP | Jun 30, 2020 | Invest My Wealth, Manage Multi-Generational Wealth, Optimize My Taxes, Plan for Retirement, Weekly Market Commentary
If you’re like me, you’ve been seeking out the silver linings in these unprecedented times. Albert Einstein said it most succinctly: “In the middle of difficulty lies opportunity.” And that’s certainly true for your finances. Markets may be volatile, your plans for...
by Monument Wealth Management Team | Jun 26, 2020 | Invest My Wealth, Optimize My Taxes, Weekly Market Commentary
If losses hurt, psychologically, twice as much as gains bring joy – why would you ever sell a security at a loss if there are other options available? You may have asked yourself this at one point or another, particularly if you’ve come across the phrase “tax-loss...
by Emily M. Harper, CFP® | May 7, 2020 | Manage Multi-Generational Wealth, Optimize My Taxes, Plan for Retirement, Weekly Market Commentary
The benefits of Roth conversions seem obvious: having better control over taxable income in retirement (a Roth may lessen or eliminate your required minimum distributions), possibly paying less in taxes on a withdrawal now than in the future or leaving more money for...
by Monument Wealth Management Team | Oct 28, 2013 | Featured Articles, Manage Multi-Generational Wealth, Optimize My Taxes
When tragedy strikes, be financially prepared. Here are things you need to know about death and taxes. Halloween is right around the corner, meaning so is the busiest time of year: Thanksgiving, the winter holidays, Valentine’s Day, and my all-time favorite...
by Monument Wealth Management Team | Aug 30, 2013 | Featured Articles, Manage Multi-Generational Wealth, Optimize My Taxes
Make the most of the money you leave behind with these tax-saving tips. The financial goal of many retirees is the straightforward need to have enough money until they die. Leaving a legacy to their children often comes second, provided that a long lifetime, medical...
by Monument Wealth Management Team | Aug 6, 2013 | Featured Articles, Optimize My Charitable Giving, Optimize My Taxes
Donor advised funds let investors avoid some taxes while donating to charity. Americans have always been generous to those in need, and there are great charitable organizations throughout our county. The total dollars given to charity each year are significant, and...
