Are you on track to retire comfortably? What are your financial goals? How much income will you need to generate each month when you have retired? What might be some of your longer-term goals outside the financial arena, but goals that would be aided by a larger pool of savings? Our regular check-ins are designed […]
7 Ways to Stay on Track and Meet Your Retirement Goals Read More »
Did you buy your home many years ago? Or have you been in your current place for just a few years? There are plenty of reasons to sell and seek out a house that is smaller and one that fits your lifestyle. On the flip side, there are reasons you may want to stay in
Is It Time To Downsize Your Home? Read More »
Individuals, foundations, bequests, and corporations gave an estimated $449.6 billion to U.S. charities in 2019, according to findings in Giving USA 2020: The Annual Report on Philanthropy for the Year 2019. Individuals accounted for an estimated $309.7 billion, up 4.7% in 2019 versus the prior year. Foundations added an estimated $75.7 billion, while another $43.2
Donating to Charity & Possible Higher Taxes on Capital Gains Read More »
One year ago, the World Health Organization had recently declared that the spread of Covid-19 constituted a worldwide pandemic. Stringent measures in the U.S. were being taken to slow the spread of Covid and “flatten the curve.” Lockdowns and shelter-in-place orders dealt a tremendous blow to U.S. economic activity. Investors, with no prior experience to
COVID – One Year Later Read More »
“Stop in the name of love, before you break my heart.” We know The Supremes weren’t alluding to the pitfalls couples face when they grapple over money issues. But our own experience tells us that money plus love can lead into minefields we’d rather avoid. So, let’s recognize the obvious. Financial matters are an important
Money Problems Couples Can Avoid Read More »
I know it’s one of the busiest times of the year and we have discussed year-end planning in prior conversations, but let’s concentrate on taxes before the new year begins. Many questions about the new administration have come my way, including questions about new tax proposals. Joe Biden’s proposed plan looks aggressive, but it may
Year-End Planning Checklist Read More »
You are invited to our year-end tax planning discussion, hosted by Boyan Doytchinov. Due to tax changes introduced by the SECURE Act and the CARES Act within the past year, it’s more important than ever to evaluate your long-term tax planning strategy. Please join our Zoom webinar on Tuesday, December 8th at 2 PM or Wednesday, December 9th
Year-End Tax Planning for 2020 Read More »
For the nation, 2020 has been one of the most difficult years in memory. We are grappling with COVID and its fallout, economic upheaval, racial tensions, wildfires, hurricanes, a presidential election, and a polarized electorate. Despite this year’s difficulties, a strong economic recovery, record low interest rates, and an aggressive stance by the Federal Reserve
Election 2020 – a nail-biter Read More »
The momentous events of the past few months have upended the traditional cadence of an American presidential election year, however the 2020 campaigns and elections will still go on. While the election will have a significant impact on the country, we want to provide some caution about drawing too many links between who’s occupying the
The Presidential Election and the Markets Read More »
When I take a step back from what is happening in the economy and look at the major U.S. market averages, I see an incredible disconnect. And I’m not alone. U.S. Gross Domestic Product (GDP), which is the broadest measure of the value of goods and services in the economy, fell at the annualized rate
Wading Through Murky Economic Waters Read More »
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