Summer will officially be here soon, but before kids get out of school and all the vacation planning you did begins to come to fruition, it can be a good idea to take stock of…
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Tax Planning For Retirement: The Long Game
Tax planning for retirement is different from the strategies you deploy to minimize taxes while working. You’ll be using your investments for income, and the way they are taxed is different depending on the type…
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June Market Commentary: Lions, Tigers, and Bears, Oh My!
May Recap and June Outlook The Fed lion has found the courage to increase interest rates drastically, the inflation tiger is still ambushing the economy, and now the stock market is flirting with bears. The…
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The Structure Matters: Choosing the Right One for Your Business
The choice of a corporate structure for a business has many consequences: a crucial impact on the business’s taxes, your ability to raise funds, the paperwork you must file, and perhaps most important, your personal…
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A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions
If supporting charities meaningful to you is part of your long-term financial plan, creating a strategy around your giving can help you maximize the gifts you give. It can also be tax-efficient across several dimensions…
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Selling a Family Business: Preparing for a Transformational Event
It’s generally thought that there are several cycles that reflect where a business is in preparedness for a sale. These capture the economy, the market, and the mindset and planning of the business owners. From…
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Are Fed Actions Working? Parsing the New Data
After April’s downturn, the first two weeks of May have not seen substantial improvement. By Thursday, May 12, markets were dangerously close to bear territory. The Fed enacted a 50-basis point increase in the Fed…
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Avoiding the Medicare Surcharge: What You Need to Know About IRMAA
Reaching Medicare eligibility solves one of the most expensive retirement problems for many retirees: healthcare. Once you’ve made the adjustment and selected all the various Parts and plans, the convenience and affordability of Medicare are…
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May Market Commentary: The Fed Owned It, But Can They Control It?
April Recap and May Outlook COVID concerns took a definitive backseat as mask mandates on flights ended, and the concerns about the economy turned to how bad things will get. The concerns over the disruption…
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What’s Driving the Recent Volatility? A Quick Guide
The Federal Reserve has been very clear about its intentions to move more aggressively in fighting inflation. It currently defines “more aggressively” as a likely series of 50 basis point rate hikes, beginning with the…
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