by Emily M. Harper, CFP® | Aug 3, 2020 | Plan for Retirement, Sell My Business, Weekly Market Commentary
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...
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 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 | Apr 28, 2020 | Featured Articles
Sean Spicer and co-host Lyndsay Keith welcomed Monument President and Co-Founder David B. Armstrong, CFA back to their show Spicer & Co. on Thursday, April 23rd to continue the conversation about investing during the pandemic. Dave offered some COVID-19 financial...
by Emily M. Harper, CFP® | Apr 14, 2020 | Plan for Retirement, Weekly Market Commentary
While the depth and duration of the economic impacts of this pandemic are still to be determined, Congress has created some certainty with their CARES Act, which helps wealth advisors work with clients to navigate these challenging times. The CARES Act touches many...
