RMD and Estimated Tax Payments: Considerations and Tax Strategies

Many taxpayers may not realize that taxes are not automatically withheld from RMDs. There are tax strategies to manage estimated tax payments, but the deadline of Dec. 31 is quickly approaching.

2022-12-13T13:27:58-05:00December 13, 2022|Categories: Tax: Individual, Wealth Management|Tags: |

Financial Terminology 101: Ten Terms Every Investor Should Know (Plus One Bonus Term)

There is an abundance of financial terms that get thrown around in news, market reports, and even conversations with advisors. This article sums up 10 common investment and financial terms that every investor should know.

2022-08-18T07:49:45-04:00August 3, 2022|Categories: Wealth Management|Tags: , |

Understanding the Role of Cognitive Bias and Economic Bubbles

Lately, there have been several stories regarding the possibility that the U.S. economy is in a stock market bubble. It seems whenever there are extended time periods with high growth, the word bubble appears and investors start to become uneasy. So, what are bubbles and should we be concerned with them?

2021-06-27T14:55:18-04:00May 13, 2021|Categories: Wealth Management|Tags: , , |

Managing Those Physical Stocks in Your Safety Deposit Box

Taking steps now to transfer your physical stock to electronic will take a considerable burden off of your executor. Plus, if you are able to transfer your physical stock while you are alive, you may also be able to retitle said stock and avoid probate.

2021-06-27T14:44:26-04:00March 3, 2021|Categories: Wealth Management|Tags: |

Navigating “Per Stirpes” Election for Beneficiary Designations

What happens if any of your primary or contingent beneficiaries pass away before you? If your intent is to leave behind a legacy for that particular beneficiary’s heirs, adding the Per Stirpes designation may be advantageous.

2021-01-29T14:44:48-05:00January 29, 2021|Categories: Estate and Trust, Wealth Management|Tags: |

SECURE Act: Potential Implications to Naming Your Trust as Retirement Beneficiary

Since the SECURE Act passed in December of 2019, several clients have reached out regarding the so-called “10 Year Rule” which stipulates all retirement assets must be distributed to certain beneficiaries within 10 years of the client’s passing.

2021-01-29T14:33:16-05:00October 22, 2020|Categories: Wealth Management|Tags: , |

Wealth Transfers in a Low Interest Rate Environment

Throughout the past several months investors have seen turbulent markets affect not only their portfolios but their livelihood as well. As we continue to monitor this unsettling time we also see opportunity.

2021-07-09T10:12:51-04:00May 14, 2020|Categories: Wealth Management|Tags: , , |
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