by Lauren | Jan 27, 2023 | Investing, Retirement Planning, Tax Planning
Ready for round 2? At the tail end of 2022 Congress passed legislation known as the SECURE Act 2.0 which was signed into law by President Joe Biden on December 29th, 2022. There are a number of important retirement planning changes included in this legislation. ... 
by Lauren | Dec 12, 2022 | Retirement Planning, Tax Planning
Written by Alexis Grason, CFP®, RICP® Leaves changing color and falling from trees, stores putting out holiday decorations, and the IRS releasing their annual updated numbers for 2023… It’s that time of year when the IRS releases adjustments to limits for the next... by Bryce Thompson | Sep 21, 2022 | College Planning, Tax Planning
Jim has Series I Savings Bonds in his name that have accrued a large sum of interest, but he is struggling to determine how he should fund his children’s college education. He knows that I-bond interest can be excluded from taxes when used for qualified tuition and... by Lauren | Jan 17, 2022 | Charitable Planning, Planning Process, Tax Planning
Angel and Bob are in their early 70s and find deep fulfillment through philanthropy. They’ve been donating cash to their favorite charities. Their mortgage is paid off, Angel sold her business, and neither of them are working full-time. They typically withdraw money... by Lauren | Nov 22, 2021 | Business Executives, Business Owners, Retirement Planning, Tax Planning, Working Women
As an executive at a closely held or private business, you know just how profitable and valuable a private business can be. You may want to join the ownership ranks of that business but have met resistance in becoming a formal shareholder or the firm may simply be too... by Lauren | Sep 20, 2021 | Business Owners, Tax Planning
The 2021 Democratic tax proposal that just came out of the House Ways and Means committee has a number of surprises in it but mostly sticks to a theme “tax high income earners and the uber-wealthy.” While the proposal is not law, there are some planning issues you...