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How do I make charitable donations from my 401(k)?

By Dan Moisand | November 14, 2022

How do I make charitable donations from my 401(k)? Direct donations from a 401(k) to charity on a tax favored basis are not possible. However, direct donations to charities from IRAs, called Qualified Charitable Distributions, are permitted. There are a few requirements to make those donations completely tax-free, chief among them is you must be…

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The latest from Washington, D.C.

By Dan Moisand | October 14, 2022

 Before we get to the personal finance related happenings from Washington D.C., we wanted to take a moment to send our thoughts and prayers to our fellow Floridians. The devastation from hurricane Ian is incredible. While the storm weakened as it passed across Florida, it was still quite capable of causing damage. If you…

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Does it matter if we go into a recession?

By Dan Moisand | September 14, 2022

 Does it matter if we go into a recession? Key Points: Determining when an economy goes into and out of a recession is difficult and requires hindsight. Making economic forecasts such as the start and end date of a recession is not likely to improve investment results. Recessions are not problematic for most people…

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With the Fed raising rates, how high will rates go?

By Dan Moisand | August 12, 2022

 With the Fed raising rates, how high will rates go? The media keeps front and center the issue of how many interest rate increases by the Federal Reserve are coming and how high those increases will be. However, no one knows for certain how far up interest rates might go. The interest rates for…

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You’ve got this

By Dan Moisand | July 14, 2022

You’ve got this! Key Points: If watching the news gets you riled up, turn it off. If you can’t, try to remember they are stirring your emotions so you will tune in and they can sell more ads. Stocks often start to recover with an initial surge when things look awful. Diversifying among different types…

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Will a stock market decline kill my retirement?

By Dan Moisand | June 13, 2022

Will a stock market decline kill my retirement? Key Points: Those with a sound plan based on realistic goals and expectations who stay diversified, patient, and disciplined have little reason to worry that the stock market decline seen in 2022, or even declines much worse, will radically derail their retirement.   While the exact timing…

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