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2022 second quarter review
Quarterly Review

2022 Second Quarter Review: She loves me, she loves me not… Recession debate ad nauseum

Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): In Q1 and Q2, real personal …

2022 third quarter review
Quarterly Review

2022 Third Quarter Review: The Economy and Financial Well-Being vs. the Federal reserve

Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segment of the Economy Consumer spending (70% of GDP): In Q1, Q2 and Q3, real …

Articles

2022 Year-End Tax Planning

Year-end planning can help reduce tax burden while also improving your financial picture, now and into the future.  What are the key 2022 year-end tax …

roth ira conversion pros and cons
Articles

Roth IRA Conversion Pros and Cons

In today’s historically low tax environment, Roth IRA conversions are a popular consideration for building tax-exempt retirement savings.  But should you consider it; why or …

retirement tax strategies for high income earners
Articles

Retirement Tax Strategies for High Income Earners

For high earners, minimizing income taxes now and into retirement can be a challenge.  Tax strategies exist that can help ease these tax burdens while …

how does mega backdoor roth work
Articles

How Does a Mega Backdoor Roth Work?

For high-income earners, funding tax-free retirement accounts, like a Roth-IRA, may not be an option.  Enter the mega backdoor Roth; an opportunity to fund retirement …

market volatility
Articles

Market Volatility for Retirees – 5 Ways to Prepare

With the average retirement lasting close to 20 years and the desired retirement even longer, retirees must plan for market volatility or face potentially significant …

quarterly review
Quarterly Review

2022 First Quarter Review: Extraordinary Influences/Inflation Concerns

Download the PDF copy here Executive Summary 2020 and 2021 were defined by extraordinary influences over the economy, namely, covid, efforts to contain it, and …

what you need to know about rsus
Articles

What You Need to know About RSUs

Have you been incentivized with equity-based compensation in the form of restricted stock units (RSUS)?  Here are five things to know in making the most …