Trusts: Providing for Family and Donations
A way to provide for your family and help a non-profit organization is to establish a charitable trust. We explain in today’s Marietta Daily Journal. Read the Article
Importance of Timing a Roth IRA Conversion: An Example
We don’t time the market, but we do time Roth IRA conversions to minimize your tax liability. We explain in this week’s Financial Tip.
Give Your Gift to Charity, Not the IRS
Charitable donations can reduce your tax liability. However, if you donate appreciated stocks, you can also avoid capital gains taxes.
Four Questions to Ask Before You Open Your Wallet
Ask yourself these questions first, and you may forgo buyer’s remorse and stay on track to meet your financial goals. Learn more in this Financial Tip.
Helping Your Parents Manage Their Finances
Talking to your aging parents about their finances isn’t easy. We provide some tips in this week’s Financial Tip.
Retirement Accounts Need Some Year-End Attention
In the midst of all the upcoming holiday fuss, you need to keep track of the year-end deadlines for contributions and distributions from your retirement accounts.
Retirement Accounts Need Some Year-End Attention
In today’s Marietta Daily Journal, Bil Lako, CFP® explains some year-end deadlines for retirement accounts. Read the Article
Affect Your Taxes by Carefully Handling Gains and Losses
If you have losses in certain stocks or bonds, you may be able to sell them for a loss to offset any capital gains you recognized during the year.
Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
Over the past few decades, a field has emerged that examines how human psychological factors influence economic and financial decisions. Understanding these biases may help you avoid questionable calls in the heat of the financial moment.
IRA and Retirement Plan Limits for 2015
The income limits for deductible traditional IRA contributions has increased for 2015. Learn more in this Financial Tip.