November 23, 2022

There’s More To Year-End Taxes Than Harvesting 2022’s Losses

Year-end planning for 2022 has to account for three tax acts—the Tax Cuts and Jobs Act of 2017, the SECURE Act and the CARES Act. These three pieces of legislation offer clients five standout opportunities to lower their income for tax purposes. The first opportunity deals with required minimum distributions, which […]

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December 3, 2021

7 Simple Money Management Tips

Personal debt in the US hit an all-time high of approximately $14.6 trillion, shared across 340 million people. Debt isn’t necessarily bad, depending on what use you make of the money you borrow. Unfortunately, financial imprudence and bad management habits do most people in. There’s no one size fits all approach to […]

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November 3, 2021

529 Savings Plans

INTRODUCTION As a parent or guardian, it’s never too early to start thinking of your child’s future, particularly their education:  The tuition costs for college and universities have steadily increased over the years, according to the National Centre for Education Statistics (NCES) of the U.S. DoE. Compared to the 2008-09 academic […]

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