Has “gratitude” been a recurring theme on your mind in 2020? Have you been asking yourself, “How can I give back?” Are you thinking about your year-end charitable giving? If you are 70 ½ or older, one charitable giving option you can take advantage of is a Qualified...
Let’s be honest. Figuring out your insurance premiums can feel chaotically complicated. Tax laws are cryptic, options depend heavily on individual circumstances, and the whole system can all feel far too complex to navigate. I can feel your eyes glazing over already....
Are you one of the 62% of self-employed Americans putting your cash exclusively in a savings account, even money earmarked for retirement?1 If so, you are missing opportunities to reduce your taxes now, grow your money over time, and decrease your concentration risk...
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...
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...
