by Curtis | Nov 29, 2021 | Financial Planning
Congratulations on your raise! (Or cheers to your optimism!) Most advice on raises sounds something like this: Calculate your new budget Payoff debt Add to your emergency fund Increase your retirement contributions Do something for yourself This is solid advice if...
by Curtis | Oct 12, 2021 | Financial Planning
Open Enrollment for employee benefits is coming soon for most companies. It’s the perfect opportunity to review your insurance choices, investment elections, and other potential benefits. These choices can mean the difference in a few thousand dollars this year, and...
by Curtis | Oct 5, 2021 | Financial Planning, Retirement, Taxes
IRAs were created in 1974 under the ERISA legislation. This established minimum standards for company pension plans. The legislation was a way for individuals not covered by those company plans to access tax-advantaged retirement savings. The rules have changed over...
by Curtis | Sep 15, 2021 | Financial Planning, Retirement, Taxes
The Roth IRA isn’t usually associated with high earners because of income contribution limits. There is a multi-step strategy that can be used to get money in a Roth. A Traditional IRA can be converted to a Roth IRA even for those who exceed the Roth contribution...
by Curtis | Sep 7, 2021 | Financial Planning, Taxes
Donor-advised funds have been around for decades. Over the last several years, they’ve become popular vehicles for charitable giving. They offer immediate tax benefits as the assets contributed to the donor-advised fund convey an immediate tax deduction in the year...
by Curtis | Aug 25, 2021 | Financial Planning
We, even introverts like me, are naturally social creatures. Relationships are essential to our everyday lives. They can drive our career, be the source of fond memories, and can even help us live longer.1 There’s one relationship that impacts almost every facet of...
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