Skip to main content


Check out our latest blog posts or browse by category.

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect in 2024. The first provision allows for tax- and penalty-free rollovers from a 529 plan to a Roth IRA. The second provision allows student loan payments made by employees to qualify for employer retirement matching contributions. The overall goal is to help young adults start saving for retirement.

The Inflation Reduction Act of 2022 provided the IRS with an influx of funding to modernize outdated technology and rebuild a depleted workforce. We discuss audit rates and the factors that can cause an individual to be chosen for an audit, as well as tips to help taxpayers avoid unwanted attention from the IRS. With a greater focus on compliance, now is the time to consult an experienced tax professional for personalized guidance.

Read about the valuable opportunity for those age 50 and over who are still working to super-charge their retirement savings and manage their income tax liability. Catch-up contributions offer the chance to invest additional amounts over and above the standard annual limits in IRAs and workplace retirement plans. Discuss the tax benefits associated with traditional IRAs and Roth accounts, as well as the potential penalties for distributions prior to age 59 1/2.

This blog post explores the power of dividends in a portfolio and why investors are increasingly turning to them as an income-producing investment. It discusses how dividend payments have represented roughly one-third of the total return on the Standard & Poor's 500 stock index since 1926 and why reinvesting dividends can lead to even more dramatic returns. Learn about corporate incentive to pay dividends, the differences among dividends, and the tax implications of dividend payments. Whether you're looking to maximize the returns of your investments or add income to your portfolio, dividends may be worth considering.

This blog post provides an overview of how the Federal Reserve's adjustment of the federal funds rate can affect consumers and investors. Learn how the federal funds rate, prime rate, and other interest rates can fluctuate, and how these changes can affect different types of investments. Discover the implications of the Fed's monetary policies and how to maintain a long-term perspective when making investment decisions.

Learn about the importance of keeping and managing your financial records, along with some helpful tips on what records to keep, how long to keep them, and how to store them securely. It also gives insight into creating a personal document locator and offers advice on how to properly dispose of sensitive documents.

This article dives into the merits and drawbacks of both lump-sum investing and periodic investing, otherwise known as dollar-cost averaging. Learn the different risks and benefits of each approach and how to make an informed decision that best suits your personality and circumstances.

This blog post explores the importance of holding equities for the long term, and the strategies that can help you remain disciplined and protect yourself from market volatility. Warren Buffett's words of wisdom remind us that sometimes the best move is to stay put and ride out the storm, while having cash on hand and an understanding of why you own certain stocks can help you make smart decisions. Read on to learn how to craft an approach that works for you.

Subscribe on your favorite app.

Or wherever you listen to your podcasts.