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Market commentary, tax and estate guidance, and firm news, in plain English.
Financial Planning
Sharing the Full Picture: The Crucial Role of Accurate Asset Accounting in Financial Planning
Financial planning is a complex puzzle that requires careful consideration of various elements to ensure a secure and prosperous future. Among these elements, accounting for all your assets plays a pivotal role in constructing a robust financial plan. As we turn the page on…
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Tax Planning
Are Roth Conversions Right for You?
The IRS has three ways to process a Roth conversion: a rollover from a traditional IRA in the form of a check that is deposited into a Roth IRA, a trustee-to-trustee transfer which transfers money from a traditional IRA at one institution to a Roth IRA at another institution…
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Tax Planning
Embracing the Impact of Donor Advised Funds: A Smart Approach to Tax Efficient Philanthropy
Donor Advised Funds are charitable investment accounts that facilitate gifting of cash, securities, or other assets into a fund that is managed by a trusted institution.
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Estate Planning
All About the Probate Process
By: Matt Rose, CFP®, Financial Advisor When it comes to estate planning, it is important to structure your assets to pass efficiently and effectively to your beneficiaries. To be best prepared to do this, one must understand the probate process. Probate is a legal process that…
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Tax Planning
What are the Benefits of a Stepped Up Basis?
A stepped up basis is an adjustment to an asset’s cost basis to the fair market value of the asset at the time of the decedent’s death.
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Tax Planning
Social Security Taxation
Social Security income is designed to replace a percentage of a worker’s pre-retirement income in order to get them through retirement securely. While the significance of Social Security may differ with each retiree’s circumstances, it is nevertheless important to understand…
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