Insights

Filter by:
Client Experience

Videos

Client Experience

Read More
Weekly Market Commentary – January 21, 2020

Market Commentary

Weekly Market Commentary – January 21, 2020

Optimism from continued progress on trade pushed the S&P 500 to new highs last week. The U.S. and China signed a “phase one” deal that included an agreement by the U.S. to reduce tariffs in exchange for promises of increased purchases of U.S. goods by China and adjusted rules to allow U.S. corporations to better compete in China.

Read More
10 Tax Planning Tips Your CPA Might Have Missed

Infographics

10 Tax Planning Tips Your CPA Might Have Missed

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

Read More

Free Guides

10 Tax Tips

CPAs and the online programs you might use come tax time specialize in preparing your taxes — not tax planning. Think bigger than year to year. Tax planning takes into account the larger picture of your investments, assets, estate strategy and other parts of life to protect your finances over decades.

Our resource “10 Tax Planning Tips Your CPA Might Have Missed” breaks down this complex discussion into concrete, actionable items that can help you think strategically about taxes.

Download Guide

 

Technology can be Scary, but We Need to Embrace It

Blog

Technology can be Scary, but We Need to Embrace It

By: Jackie Heater Some of you reading this may not know what I’m talking about but in the 60’s there was a television show called the Beverly Hillbillies.  The character Jethro, who wasn’t always the sharpest tool in the shed, always referred to his cousin Elly as a “dumb ole girl”, but in reality, she was much smarter than Jethro.  My husband and I had a running joke that when I had an opinion or an idea about something, I would usually precede it with, “I’m just a dumb ole girl, but I think….”. So, I’m just a dumb ole...read the full article

Read More
Weekly Market Commentary – January 13, 2020

Market Commentary

Weekly Market Commentary – January 13, 2020

The U.S. employment report missed expectations, but it reinforced our view that the U.S. labor market remains strong. As shown in the accompanying chart, 145,000 new jobs were created, missing expectations of 160,000. Wages have risen 2.9% over the last year, falling below 3% for the first time since late 2018.

Read More

Free Guides

Year-end Tax Checklist

The tax process is notoriously complex – there are plenty of details you could miss and plenty of cracks for money to fall through. What are the changes to your tax profile since the Tax Cuts and Jobs Act? Are you protecting your assets for the present and your estate for the future? Will you take the standard deduction or will you itemize?

Our tax checklist can help you prepare for these questions. Taxes are part of life. Let’s take as much stress out of the process that we can.

Download Guide

 

The Backdoor Roth

Videos

The Backdoor Roth

In this video, Nick discusses what a Backdoor Roth is as well as some unforeseen tax issues that could arise.

Read More
Weekly Market Commentary – January 6, 2020

Market Commentary

Weekly Market Commentary – January 6, 2020

The new year and decade started off where the last one finished as major stock market indexes opened the year by reaching new highs. The good spirits, supported by continued progress toward a Phase One trade deal with China, boosted markets.

Read More

Free Guides

Making Sense of RMDs

The SECURE Act will impact millions of Americans who will inherit or leave behind a retirement account. Effective Jan. 1, 2020, the required minimum distributions on these accounts is 10 years – meaning you’ll likely need to adjust how much you withdraw annually as compared to the previous rules.

Learn the full impact on your RMDs by downloading our “Making Sense of RMDs” whitepaper.

Download Guide