27 Jan Blog, Financial Planning Why 2025 Could Be Your Deadline for a Roth Conversion Advantage January 27, 2025 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Tax policy changes can create unique opportunities for retirement planning. The current tax landscape, established under the Tax Cuts a...Continue reading
13 Jan Blog, Tax Management What Is the Federal Estate Tax Exemption and How Can You Leverage It? January 28, 2025 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram The federal estate tax exemption is one of the most impactful tools in estate planning. it can help you transfer significant wealth to ...Continue reading
28 Dec Blog, Tax Management, Tax Planning The Role of Charitable Giving in Reducing Estate Taxes January 14, 2025 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Charitable giving is a powerful tool for high-net-worth individuals looking to reduce estate taxes while creating a lasting legacy. ...Continue reading
18 Dec Blog, Financial Planning, Tax Management A Financial Advisor Can Help You Navigate Tax Benefits for College Savings January 14, 2025 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Saving for college is a significant financial challenge for many families. Fortunately, there are tax-advantaged strategies to help you...Continue reading
26 Nov Blog, Financial Planning The Benefits of Rolling Over Your 401(k) Into an IRA Instead of a New Employer Plan November 26, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram If you've recently changed jobs, you may be considering what to do with your existing 401(k). One option is to roll it over into your n...Continue reading
26 Nov Blog, Financial Planning, Investment Ideas Give the Gift of Financial Security: Ideas for Investment-Themed Presents November 26, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Why not explore gifts beyond traditional options to offer lasting value in a season of giving? Investment-themed presents provide uniqu...Continue reading
25 Oct Blog, Financial Planning Inheriting or Receiving a Windfall: The Importance of Using a CPA/CFA November 20, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Receiving a large lump sum, whether from an inheritance or a windfall, is a unique financial event that often brings as much complexity...Continue reading
25 Oct Blog, Financial Planning, Tax Management Tax Implications to Consider When Moving Your 401(k) to a New Employer November 20, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Changing jobs brings excitement and new opportunities. It's also a time to consider your 401(k) and how your retirement savings fit int...Continue reading
13 Sep Blog, Financial Planning, Investment Ideas, Tax Planning Tax Planning Strategies for Small Business Owners: The Value of a Financial Advisor November 20, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Tax planning is one of the most important aspects of managing a small business. With the complexity of tax laws and the ever-changing r...Continue reading
13 Sep Blog, Estate Planning, Financial Planning, Tax Planning Financial Advisors Can Minimize Your Heirs’ Tax Burden November 20, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Estate planning can be daunting, but it's one of the most crucial steps you can take to ensure your legacy continues as you intend. ...Continue reading