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Financial Planning for the Generations

Estate PlanningIn most families, the needs and interests of family members overlap. Even if your money is separate, planning needs to happen for all.It is normal, when working with your financial...

Retirement Income: Which Accounts to Tap First

Retirement PlanningMany people assume that when retirement rolls around, they should draw cash from their taxable accounts first. Generally, this is a good idea; but not always.A basic tenet of tax...

Section 1031 Rules

Tax PlanningDo you own business or investment property that has gone up in value?  Would you like to acquire new property?  If you sell the old property, you’ll have to pay tax on your profits....

Do You Have Children Under 17 Years Old?

Tax PlanningFor the 2021 tax year only, the American Rescue Plan Act of 2021 (ARPA) makes big, taxpayer-friendly changes to the federal income tax child tax credit (CTC).  Here is what you need to...

Cybersecurity Monthly Newsletter May 2021

Asset ProtectionIn this issue: Colonial Pipeline Pays $5 Million Following Ransomware Attack Cybersecurity Shorts Software Updates Welcome to the May Savvy Cybersecurity newsletter. This month we'll...

The Smart Tax Planning Newsletter May 2021

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below.  In This Month's Newsletter We Review:...

What is a “Safe Money” Contract?

How Safe Is My Money with a Life Insurance Company vs. a Bank?Many times we are asked, “Is my money safe with an insurance company?”  It’s a legitimate question.  After all, you are entrusting your...

Handling Key Non-Tax Financial Issues When a Loved One Passes Away (Part 3)

Estate PlanningA financially comfortable loved one has passed away. During this time of seemingly endless bad news, that's not an uncommon situation. Sad but true. The now-deceased loved one may...

Tax Considerations When a Loved One Passes Away (Part 2)

Estate PlanningA financially comfortable loved one has passed away. In this year of seemingly endless bad news, that's not an uncommon situation—sad but true. The now-deceased loved one may have...

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Financial Planning for the Generations

Financial Planning for the Generations

Estate PlanningIn most families, the needs and interests of family members overlap. Even if your money is separate, planning needs to happen for all.It is normal, when working with your financial advisor, to focus on the needs of your immediate family. If you are a...

read more
Retirement Income: Which Accounts to Tap First

Retirement Income: Which Accounts to Tap First

Retirement PlanningMany people assume that when retirement rolls around, they should draw cash from their taxable accounts first. Generally, this is a good idea; but not always.A basic tenet of tax planning is to put off paying taxes for as long as possible. By...

read more
Section 1031 Rules

Section 1031 Rules

Tax PlanningDo you own business or investment property that has gone up in value?  Would you like to acquire new property?  If you sell the old property, you’ll have to pay tax on your profits.  Don’t do that. Instead, do a tax-deferred Section 1031 transaction.With a...

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Do You Have Children Under 17 Years Old?

Do You Have Children Under 17 Years Old?

Tax PlanningFor the 2021 tax year only, the American Rescue Plan Act of 2021 (ARPA) makes big, taxpayer-friendly changes to the federal income tax child tax credit (CTC).  Here is what you need to know, starting with some necessary background information.CTC Basics...

read more
Cybersecurity Monthly Newsletter May 2021

Cybersecurity Monthly Newsletter May 2021

Asset ProtectionIn this issue: Colonial Pipeline Pays $5 Million Following Ransomware Attack Cybersecurity Shorts Software Updates Welcome to the May Savvy Cybersecurity newsletter. This month we'll be sharing information on the Colonial Pipeline ransomware attack....

read more
The Smart Tax Planning Newsletter May 2021

The Smart Tax Planning Newsletter May 2021

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below.  In This Month's Newsletter We Review: Self-Employed During the Pandemic? Lawmakers Didn't Forget You! Deduct 100...

read more
What is a “Safe Money” Contract?

What is a “Safe Money” Contract?

How Safe Is My Money with a Life Insurance Company vs. a Bank?Many times we are asked, “Is my money safe with an insurance company?”  It’s a legitimate question.  After all, you are entrusting your money to an insurance company for 10, 20, 30 years or more, and even...

read more
Tax Considerations When a Loved One Passes Away (Part 2)

Tax Considerations When a Loved One Passes Away (Part 2)

Estate PlanningA financially comfortable loved one has passed away. In this year of seemingly endless bad news, that's not an uncommon situation—sad but true. The now-deceased loved one may have been single or married and may have been a relative or not. In any case,...

read more
Tax Considerations When a Loved One Passes Away (Part 1)

Tax Considerations When a Loved One Passes Away (Part 1)

Estate PlanningA financially comfortable loved one has passed away. In this year of seemingly endless bad news, sadly, that’s not an uncommon situation. The now-deceased loved one may have been single or married, and may or may not have been a relative. In any case,...

read more
4 Tips to Protect Against Ransomware Attacks

4 Tips to Protect Against Ransomware Attacks

The hacking of Colonial Pipeline was just one ransomware attack out of hundreds of millions conducted each year around the world. They range in magnitude from attacks on mom and pop shops on main street to government agencies. Here are a few things you can do to fight...

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