Let’s Talk About Value

Let’s Talk About Value

In our most recent newsletter, we covered the great inflation debate that began during the first quarter of 2021. Inflation fears triggered a pronounced rotation out of growth stocks and into value stocks. We wanted to expand the conversation over here on the blog...
Know Your Retirement Plan Options

Know Your Retirement Plan Options

Earlier this week, the IRS made some adjustments to the required minimum distribution (RMD) rules for 2020.  First, some background.  With the passage of the SECURE ACT, an RMD for 2020 is no longer required.  But what if you had already taken your RMD?  Can you put...
Tackle Your Student Loan Debt

Tackle Your Student Loan Debt

If you are one of the 44 million borrowers saddled with student loan debt, it can be a heavy burden to carry. According to Forbes, student loan debt is the highest it has ever been at more than $1.5 trillion. That ranks second, behind only mortgage debt, as the...
Be Generous With Your IRA Withdrawals

Be Generous With Your IRA Withdrawals

We are not tax advisors, but over the past few months a clear trend has developed during our conversations with clients and income tax professionals – The new higher standard deductions have made charitable contributions less beneficial and often non-deductible.In...
Powerful tools for the self-employed and business owner

Powerful tools for the self-employed and business owner

This time of the year brings a myriad of questions surrounding retirement plans for the self-employed and the business owner.  Whether you are a sole proprietor, small business owner, medical practice or larger corporation, retirement plans are essential tools for tax...