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Inflation: Responding Appropriately with Flexibility and Discipline

Inflation: Responding Appropriately with Flexibility and Discipline

Inflation is a hot topic these days with many experts and financial institutions offering predictions about the short- and long-term outlook. The truth is, no one can tell the future, and trying to guess our way around what will or will not happen is poor financial planning. Instead, let us take an...
4 minutes read
For the 99.5 Percent Act

For the 99.5 Percent Act

On March 25th, Senator Bernie Sanders introduced the “For the 99.5 Percent Act.” This proposal has the potential to represent a significant reduction in the gift and estate tax exemptions that are currently available. Families that were not previously subject to those taxes could now be impacted. If...
2 minutes read
Financial Planning for a Biden Presidency

Financial Planning for a Biden Presidency

Following the 2020 election, Biden is in the White House and Democrats hold the majority in Congress. While it’s a 50/50 split in the Senate, Vice President Kamala Harris can act as a tie-breaking vote, giving Democrats more leverage to pass legislation. With this current makeup, the likelihood of n...
8 minutes read
2021 Proposed Tax Changes

2021 Proposed Tax Changes

It’s hard to believe we are already several weeks into 2021! Here is a quick review of the current balance of power in Washington: Democrats have secured a slim majority in the house, split the senate 50/50 with Kamala Harris serving as the tiebreaker, along with a Biden presidency. So what do...
3 minutes read
Opening the back door to tax-free earnings

Opening the back door to tax-free earnings

As covered in our 401(k) – Super Roth article, a Roth IRA offers an attractive tax benefit. But, what do you do if you do not have a 401(k) or your 401(k) does not allow post-tax contributions? The answer is the BackBack-Door Rothdoor Roth which is the conversion from a Traditional to a Roth IRA. B...
2 minutes read
What Do I Do Now?

What Do I Do Now?

Mostly gone are the days where someone spends their entire career working for one company. Talented executives have become “free agents” and can transition between companies as needed. When planned, these job transitions can be an exciting time. Sometimes factors beyond our control force us to end...
3 minutes read
Do I Need a Financial Advisor?

Do I Need a Financial Advisor?

In the 21st century, endless information is accessible in the palm of our hands. With a few clicks, we can find the basic information we need to make financial decisions quickly and easily. But for some of us, basic information is not enough. Additionally, we tend to have limited amounts of time f...
2 minutes read
Super Fund your Roth IRA for Tax-Free Earnings

Super Fund your Roth IRA for Tax-Free Earnings

United States Army veteran William Victor Roth will forever be remembered for creating one of the most utilized tax-savings tools available. During his 30-year career as a US Senator, he pioneered a new retirement savings vehicle, the Roth Individual Retirement Account (Roth IRA), as part of the Tax...
2 minutes read
The CARES Act Benefits for Businesses

The CARES Act Benefits for Businesses

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), signed by President Trump on March 27th, offers several relief options for struggling businesses during the COVID-19 pandemic. Some options preclude the ability to participate in other options, so reviewing everything available and...
4 minutes read
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