2021 Market Review & What’s to Expect in 2022
We live in interesting days. 2021 has brought us another year of ups and downs. On one level, many folks have finally felt confident enough to travel and be with family. On another level,
Are Capital Gains Taxes Changing?
Reach out if you have any concerns about capital gains taxes. There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital
The Expanded Child Tax Credit
The federal government has upgraded its Child Tax Credit. Thanks to the American Rescue Plan Act, there are four notable differences in effect for the 2021 tax year only.1 First, the Internal Revenue Service
Tax Efficiency in Retirement
What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after
Qualified Charitable Distributions
A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only
Navigating Your Required Minimum Distribution
Understand the IRS’s calculations and tables. As much as you would like to, you can’t keep your money in your retirement account forever. These investment vehicles include 401(k)s, IRAs, and similar retirement accounts.1 Under
2020 IRA Deadlines Are Approaching
Here is what you need to know. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 15, 2021 is the deadline to take
1099 Forms
Explaining the many types of 1099 forms and their uses. What is a 1099 form? This is a record of payment from an individual or entity, showing a payment, generated for your records. The
2020 Market Review
What can we say about 2020? This was a year that many would be glad to never re-live. As Christians, it is precisely years like this that make us grateful to have our confidence and
Robo-Advisors vs. Human Financial Professionals
Investors have a choice today that they did not have a decade ago. They can seek investing and retirement guidance from a human financial professional or put their invested assets in the hands of