Stocks were volatile again last week, with worries about private credit, an implosion in cryptocurrencies and resulting forced technology selling, rising odds of the Federal Reserve (Fed) Bank not cutting rates in December, and AI valuations all cited at one time or another as a reason for …
Why choose a fiduciary? Find out what makes a financial advisor with fiduciary responsibility different.
The SECURE Act brought big changes to planning for retirement when it was signed into law in 2019. Now, its sequel – dubbed SECURE Act 2.0 – has just passed as part of the 2023 budget.
The December payroll report was yet another upside surprise. Monthly payrolls rose by 223,000, above expectations for a 200,000 gain. As Fed Chair Jerome Powell has noted, the economy needs to create about 100,000 jobs a month to keep up with population growth. That’s less than half the cur …
Mike Valenti, CPA, CFP®, Director of Tax Planning Qualified retirement plans – such as 401(k)s, 403(b)s and IRAs – offer clear tax advantages. Traditional 401(k)s, 403(b)s, and IRAs offer a tax deferral on contributions and growth until distribution. Their Roth counterparts can provide an i …
Tax planning takes into account the larger picture of your investments, assets, estate strategy and other parts of life to protect your finances over decades – not just hope to do better than last year’s income tax return. From your personal healthcare and retirement plans to working within …
What documents do you need for estate planning? We’ll cover all the basics you need to know, including how to prepare estate plan documents and where to store your estate plan documents.
