Six common misconceptions empty nesters have about retirement

  Six common misconceptions empty nesters have about retirement We have been advising retirees and aspiring retirees for over 20 years. Recently a conversation occurred about what lessons retirees could teach aspiring retirees, especially those empty nesters who are zeroing in on retirement. What resulted from that conversation was a list of six common misconceptions…

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How do I protect my portfolio against inflation?

Mike Salmon 40 under 40

 How do I protect my portfolio against inflation? We pay more than double for most things we buy these days than we did 25 years ago. This loss of purchasing power, otherwise known as inflation, is a reality that investors must deal with prudently. Inflation is a fact of life. Inflation seems to be…

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What does the recent stimulus package include?

  What does the recent stimulus package include? The Taxpayer Certainty and Disaster Tax Relief Act of 2020 (TCDTRA) aka “Coronavirus Stimulus 2.0” passed Congress on December 21, 2020, as part of the 5,000+ page Consolidated Appropriations Act of 2021. It extends and amends various expiring tax provisions and has a number of provisions that…

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Tax planning for a Joe Biden presidency

tax planning for Joe Biden

Tax planning for a Joe Biden presidency After every presidential election, attention turns to changes the new president wants to make to the tax code and how that may affect financial markets, as well as our clients’ specific financial situations and tax planning. With the results of the Senate still to be determined, uncertainty reigns.…

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Tax-smart charitable giving

Tax-Smart Charitable Giving Our clients are generous, and their charitable giving reflects their generosity. We love the opportunity to help clients reach their philanthropic goals while using tax-smart charitable giving strategies whenever possible. 2020 has presented hardships for many people and non-profits are stepping up to help. However, many charities are struggling because of fewer…

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How the SECURE Act affects retirement accounts

How the SECURE Act affects retirement accounts Several tax code changes were enacted when the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) took effect on January 1, 2020. We thought it would be more valuable to spare our clients the chore of perusing the 1,770 page document covering the entire bill and…

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