Investor Solutions didn’t just happen. It’s been carefully constructed to provide our clients with what we believe will be the best possible investor experience.
It’s fourth quarter, which means it’s time to be thinking about what next year’s tax bill might look like. With itemized deductions for state and local taxes and mortgage interest deductions pared, professionals and small business owners may be wondering if there are other legit ways to reduce the pain. Perhaps up to a an additional $250,000 pension deduction might [...]
Many seniors find that their newly severely restricted itemized deductions fall short of their personal deductions ($24,000 married filing jointly). So, their charitable contributions may be worth zero on their tax returns. That’s a little bit of a bummer even though the primary objective was to benefit the charity. Most of us have a soft spot in our hearts for [...]
It’s convenient to blame this week’s market tantrum on interest rates. Convenient, but simplistic. The more complete answer is that nobody knows what drives short term volatility. There are many possible explanations that don’t fit neatly into a two word sound bite. Any or all of them may have contributed to the turbulence. Interest rate changes by the Fed may [...]
So you want to retire early? Good for you. But, even if you have enough total funds to comfortably support yourself, some retirement plan assets may be locked away or awkward to access. But if you need them to support your life style here’s how to unlock them without penalty. By now, almost everyone is aware of the 10% penalty [...]
The Problem It’s not unusual for financial planners to see new clients with six to ten or more financial accounts scattered across as many institutions. That would include zombie accounts in 401(k)s of past employers, various IRAs, trust accounts, mutual funds, brokerage accounts, fixed and variable annuities, and bank accounts. These accounts were generally purchased at different times from different [...]
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For over 25 years, integrity and commitment have been the hallmark of our client relationships.