Part 1: Pre-Retirement Planning Guide

April 1, 2024 | 0 views

One of the more insightful quotes of baseball great Yogi Berra was, “If you don’t know where you’re going, you’ll end up someplace else.”When you’re young, first starting out in life and career, the path to professional success and personal...

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What to Know About the Art Donation Deduction

March 1, 2024 | 0 views

If you would like to donate artwork to an eligible charitable organization, you might be able to take a deduction on your tax return. However, the rules are complex. There are different requirements for different values, and there are scams...

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Municipal Bond Outlook for 2024

February 1, 2024 | 0 views

One of the positive aspects of sustained high-interest rates is higher yields on bonds, particularly high-quality municipal bonds. It is possible that 2024 will present a different scenario as the Federal Reserve begins a schedule of monetary easing by reducing...

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Considerations For Paying Off a Mortgage Early

January 1, 2024 | 0 views

For many, buying a home is the biggest asset they will ever own. However, you aren’t able to fully benefit from that asset until you pay off the mortgage; until then, it is technically a liability. The most common length...

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How to Manage Taxes in Retirement

December 1, 2023 | 0 views

The biggest difference between managing taxes throughout your career versus during retirement is that when you are retired, you are responsible for calculating how much you owe and paying it on a timely basis. Retirees normally have several different income...

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