Make it a New Year’s resolution to check IRA beneficiary forms and employer plan beneficiary forms. If you got married, had a birth/adoption or a death in the family in 2021, these forms may need to be updated. What better way to start the new year than with a...
Do you start a new year with the initial thought of “what do I need to accomplish and/or what do I want my life to look like in the next 12 months?” January seems to be a turning point for many as we head into a new year and it is not too late to reflect on our...
It’s that time of year again and we know what’s on your mind. No, not exercising off the extra five pounds from this year’s Thanksgiving feast. It’s time for year-end planning to set yourself up for success in 2022. As you have heard us say countless times before, so...
Let’s start out with a disclaimer: we do not consider ourselves experts on cryptocurrency (or blockchain technology). At the same time, it is our responsibility as advisors to understand enough to identify potential pitfalls and/or opportunities, so we offer this...
How to invest tax efficiently in the higher tax environment with the looming tax changes The debate about tax policy and infrastructure spending continues to heat up in Washington. President Biden is close to getting his spending bill passed in Congress and as a...
When is transitory inflation no longer transitory? Last quarter we wrote a lot about inflation; in particular how the Fed has labeled current inflationary pressures as transitory (i.e. temporary) and they were open to “talking about talking about tapering”. Since...