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Markets and Uncertain Times

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First, I hope this post finds you and your loved ones safe and well. With the terrible state of affairs in the Ukraine, it’s personally been a reminder of how blessed I am to do what I love with people I truly care about and to have the freedom to do so! War is unpredictable. […]

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Hope you are done with your 2021 taxes! If you have a tax preparer, give them a hug, a big one. It’s been a particularly rough tax season. Tax preparers are leaving the profession in record numbers, and there are not enough new recruits to replace them. Couple this with the major tax legislation enacted […]

Here’s what I’ve been reading this past week or so. This week, I’ve been reading about the proposed tax changes with the recently released draft of tax legislation from the House Ways and Means Committee. Nothing has been passed, but there are potential impacts for all taxpayers, especially high-income earners, to be aware of should […]

Here’s what I’ve been reading this past week or so. Investing is No Field of Dreams Important investment advice with a tie-in to Kevin Costner. Yay! The 3 Phases of Making a Major Life Change We have all just lived through a major worldwide pandemic. Maybe you reflected on what’s really important to you and […]

Here’s what I’ve been reading this past week or so. This week’s list is shorter than usual because I’m in the Midwest visiting family eating way too much Chinese food and being spoiled by my mom. Do You Need a Financial Planner? This Kiplinger’s article gives you 5 reasons for and against hiring a financial […]

Here’s what I’ve been reading this past week or so: A Little-Known “Back Door” Trick for Boosting Your Roth Contributions Roth accounts are something that I talk about with every client. Roth accounts are amazing tools to save for retirement and plan for taxes. Basically you pay income taxes on the money now, but then […]

Here’s what I’ve enjoyed reading this past week or so: Biden’s Tax Plan’s Potential Impact on your IRA Are you concerned about increasing tax rates? Read this article about Roth conversions and if they might be the right strategy for you. Ed Slott, a leading expert in the land of IRAs and corny jokes, and […]