Ask the Adviser: What are my Annuity Payout Options?
Understanding how and when to take income from a non-qualified annuity
is essential—especially as contracts approach maturity. Learn the key payout
options, tax considerations, and questions to review before making a final
decision.
Ask the Adviser: Are my investment advisory fees tax deductible?
While it’s no longer possible to deduct advisory fees outright, we’ll explore other tax-efficient ways to cover them.
Ask the Adviser: How do I know if my investments are insured?
As an investor, you do not need to worry if you’re covered—if you have your investments through a SIPC member brokerage firm, coverage is automatic.
How to Make the Most of a Downturn
When the market is in decline, we take these proactive steps with our clients.
9 Retirement Decisions You’ll Want To Make With a Specialist
It’s wise to use an adviser whose primary focus is on strategies that maximize the retirement experience.
529 Plans: Know the Rules for K‑12 and College Qualified Expenses
529 plans can be a good option for both college and K‑12 savings. But to avoid paying taxes or early withdrawal penalties, it’s vitally important to keep up with any changes to the rules.
The Future Has Always Been Better Than the Past
A well-diversified portfolio of stock market indices has a history of recovering after each downturn.
Choosing a State for Retirement
Did you know retirement income is not taxed by all states? We’ll help you determine which state is best for retirement on this edition of Project Wealth.
Retroactive Social Security Benefits: Is it right for you?
If you are over your full retirement age, you have the option to back-date your application up to six months. This is almost never the best strategy.
Why You Should Consider Donating Stock to Your Church in 2018
How to pay it forward in 5 easy steps
Lower Income Taxes
Want to reduce your income taxes? Who doesn’t? We’ll help you plan your finances to minimize taxes on this edition of Project Wealth.
Retirement Withdrawal Mistake #1: Killing the Goose that Lays Golden Eggs
Withdrawing extra funds from your retirement account can diminish your future income stream.
