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2022 Year End Review: Inflation and Interest Rate Trajectory Remain in the Headlights
Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): In 2022, real personal consumption expenditures …
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: 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 …
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
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
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 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 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 …
2022 First Quarter Review: Extraordinary Influences/Inflation Concerns
Download the PDF copy here Executive Summary Macro-Economic Perspective Key Economic Data Points Inflation: All measures of inflation have been quickening at a worrisome pace …
