2024 Annual Limits Relating to Financial Planning
Unlock financial clarity with our 2024 Annual Limits Relating to Financial Planning quick reference sheet! Your comprehensive guide to the numbers that matter.
S&P 500’s 2023 Triumphs Against Odds, Anticipating Trends in 2024
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the market’s performance during 2023 and look ahead to what trends we may see in 2024. The Analysts also take a closer look at the dollar’s strength and where we fit in the global economy.
A New Year, A New Opportunity to Save with a 529 Plan
Invest in your child’s bright future in 2024! We explain why 529 plans are more flexible than ever, and why you should consider a 529 plan for tax-free education savings.
‘Tis the Season for Gift Card Scams
Beware this holiday season! While gift cards top wish lists, scammers are on the prowl. Protect your festive cheer from these grinches.
Seize the Moment: Essential Financial Steps Before Year-End
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline.
2023 Year-End Tax Planning Opportunities Are Here
Before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit you for both 2022—2023 and 2023—2024.
Taxes and Holiday Gift Giving
The holiday season is customarily a time of giving gifts, whether to your favorite charity, family members or others. Some gifts even provide a variety of tax benefits.
When Should You Review Your Estate Plan?
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.
Year-End 2023 Tax Tips
Discover the essential strategies to minimize your tax liability and take control of your financial future as the year comes to a close. Get ready to navigate the year-end tax maze with confidence and secure your financial well-being with these tax tips!
Investors Look Ahead to a Choppy 2023
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to look back at 2022’s stock market and provide their outlook on what could be in store for both the stock market and the economy in 2023.