The Top 5 Financial Scams You Should Know About
(and How to Protect Yourself)
In today’s rapidly evolving digital world, financial scams are more pervasive than ever. Scammers are getting more creative, employing a wide range of tactics to trick unsuspecting individuals out of their hard-earned money. Whether it’s through email, social media, phone calls, or even in person, their methods are becoming harder to detect and easier to
“Riding Out the Storm: How Staying Invested Through Market Downturns Pays Off”
For many of us, the memory of the 2008 market crash is fading, but the lessons it imparted remain crucial. Those who held onto their investments through the turbulent period and didn’t sell in panic likely came out ahead in the long term. Market downturns, as unsettling as they can be, are a normal part
Understanding the IRS’ New Rules on Retirement Accounts: What You Need to Know
If you have a retirement account or expect to inherit one, staying informed about the latest IRS regulations is crucial. In July 2024, the IRS released new Finalized Regulations on Required Minimum Distributions (RMDs), adding complexity to the management of inherited retirement accounts. These changes are particularly relevant if you are a non-spouse beneficiary, have
Countdown to Expiration: 10 Tax Changes to Watch as 2025 Approaches
The Tax Cuts and Jobs Act (TCJA), enacted at the end of 2017, represents the most significant overhaul of the federal tax code in more than three decades. However, many of its provisions for individual taxpayers are scheduled to expire after 2025. As this deadline approaches, it is crucial to understand the changes that will
Rebalancing Your Portfolio
Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to have too much of a good thing. Over time, the performance of different investments can shift a portfolio’s intent – and its
How to Dramatically Reduce Your Tax Liability: Insights from My Conversation with TaxWise Partners Founder and CEO Mark Myers
As a financial advisor focused on helping clients keep more of their hard-earned money, I’m always on the lookout for innovative strategies to reduce tax liabilities. Recently, I had the pleasure of speaking with Mark Myers, the Founder and CEO of Taxwise Partners, and a self-proclaimed “Tax Savings Architect” who specializes in finding often-overlooked opportunities
Retirement Seen Through Your Eyes
How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider. What do you absolutely need to accomplish? If you
Roth IRA For Kids
Small business owners may find it challenging to find ways to provide additional benefits to their children who work for the company. One often overlooked choice is including a Roth individual retirement account (IRA) as part of their compensation, a strategy that offers the potential to benefit both the children and the business. Small businesses
Preparing for the Tax Cuts and Jobs Act Sunset at the End of 2025
Looking to prepare for possible tax cuts and the Jobs Act Sunset. It’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by reforming individual and business taxes. As a result,
Securing Your Financial Future After the Loss of a Spouse
Securing your financial future after the loss of a spouse is a journey that requires navigating through a complex array of survivor benefits. It’s a path marked by paperwork and policies, yet it’s also a passage that can lead to financial stability and independence. As you step into the role of both beneficiary and steward
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