A few friendly reminders

Reminder to check your IRA and Roth IRA contribution amounts for 2023 before April 15th! After April 15th, the tax filing deadline, you will no longer be able to contribute more to your IRAs or Roth IRAs for 2023.  If you are under 50 years old, the maximum contribution amount for 2023 is $6,500.  If […]

Are you ready to sign your tax return?

Imagine it’s April and your tax preparer has just sent you a copy of your tax return to sign for e-filing. They probably include something for you to sign saying “I have carefully reviewed this return.” But what do you look for when you review? Many taxpayers find these forms very confusing and don’t know […]

Investing during Election Season

Well, we are now fully in election season. During election years, we are often asked by our clients if we should be changing our portfolio allocations based on who might win the White House or Congress. We wanted to pass along the following article from our friends at JP Morgan which gives one example of […]

Getting ready for Tax Season

Tax season is upon us and one of the most common questions we get from clients this time of year is “What tax documents should I be expecting?”  This is a list of the most common items you will need to collect to prepare your taxes, including the ones that relate to your investment accounts and everything […]

Learn More about Donor-Advised Funds

We hope your New Year is off to a great start. One thing that we have done a lot more of in recent years is set up donor-advised funds for our clients. There are many reasons why these have become popular, and the following article lists many of them. If giving to charities is important […]

Building wealth can be boring. In fact, it usually is.

I don’t have a list of steps to double your net worth by next year. I can’t give you a recipe to retire early with a huge nest egg without making any sacrifices. I don’t know how to beat the market or get high yields with no risk. For most of us, it doesn’t work […]

Year-End Planning Tips for Retirees and Pre-Retirees

The end of the year can remind us of last-minute things we need to address and the goals we want to pursue. Let’s work on these Together.  Here are a few that made it to the top of our list. Investments If you are still working, be sure you are on track to maximize your […]

Important Changes from Secure Act 2.0 in 2022

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You probably remember hearing about the SECURE  (Setting Every Community Up for Retirement Enhancement) Act that was passed in December 2019 and became a law as of January 1, 2020. This was the legislation that made changes to retirement savings and required minimum distributions from retirement plans. Specifically, the age for taking RMDs was increased […]