facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Education Center

Sign Up For Blog Updates


Our Top Blog Reads of 2020

Before we ring in the new year, check out our most popular blog articles of 2020. We look forward to sharing more financial planning wisdom with you in the year ahead. Amazon 401(k) Moving to Fidelity. Amazon recently moved its massive 401(k) plan over to Fidelity and is now offering its employees the same …

Read More

IRS Announces 2021 Retirement Contribution Limits

The IRS has announced the 2021 retirement plan limits. Most remain unchanged, including the 401(k) contribution amount set at $19,500. Phase-Out Ranges for Contribution Deductions The IRS has established phase-out ranges for IRA contribution deductions for 2021. If you have questions about how this might affect your deduction limits, please connect with your advisor. Tax …

Read More

Tax-Savings Strategies You Should Make Before the End of the Year

Key Takeaways Many high-income individuals could be facing higher tax rates soon, although no one knows the extent of those changes. It is far better to plan than to guess. You cannot go wrong by maximizing your charitable, retirement, and health savings account (HSA) contributions. Consider taking required minimum distributions (RMDs) for the 2020 tax …

Read More

Three Benefits Microsoft Employees Should Look for With Open Enrollment

Here are the top 3 benefits I suggest you review: Perks + (previously the Stay Fit program) – This year you can still take advantage of the $800 Stay Fit reimbursement for health and wellness expenses such as gym memberships, exercise equipment, and sports equipment. In 2021, your new Perks+ benefit will increase your …

Read More

Five Reasons Why Women Make Great Investors

As a financial professional, I have experienced, and continue to observe, a bias against women as successful investors – a bias that is unfounded in the real-life decisions made by women as they address their financial goals. Despite the career advances women have made in all dimensions of our society, the perception persists that women …

Read More

The Bull Run Dominates Over the Last Century

Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times. • From 1926 through March 31, 2020, the S&P 500 Index experienced 17 bear markets, or a fall of at least 20% from a previous peak. The declines ranged from —21% …

Read More

Can I Still Retire at the End of 2020?

Key Takeaways Considerations for physicians looking to retire soon Stress-test your portfolio with worst-case scenarios Diversifying can help protect you from the downside risks of investing Consider this possible scenario: In 2015 you informed your hospital that you planned to retire at the end of 2020. Hospital management agreed and you started transitioning …

Read More

529 Plan Dilemmas in a COVID-19 World

Fall is my favorite time of year, something about the change of season and the kids heading back to school makes it feel like a new beginning. That will not be the case this year for many students, as more schools confirm they will begin this year teaching remotely. What does this mean for …

Read More

Smart Tax Planning Strategies to Consider While You Have the Luxury of Time

Tax planning is always a moving target. Whenever we have a change in the White House, or a new majority party in Congress, changes to tax laws (and rates) typically occur. With trillions of dollars of stimulus money being inserted into our economy on the cusp of a Presidential election, we are bound to see changing tax rates on the horizon...

Read More

Trump or Biden? Does It Matter With a Well Thought Out Financial Plan?

With the upcoming presidential election just over three months away, the rhetoric is sure to ramp up. Whatever side of the aisle you reside on, you are bound to have concerns about the incoming president and the effect on the economy. However, making financial decisions based on your political views or election expectations can be …

Read More
Schedule a Call