Charitable Giving
In 2021 the standard deduction1 is $12,550 for single filers and married filing separately, $25,100 for joint filers and $18,800 for head of household. Due to the high standard deduction, [...]
Bubbles…
Bubble. A bubble is a word used to refer to a good or fortunate situation that is isolated from reality or unlikely to last. As applied to an investable asset, [...]
What is a Safe Withdrawal Rate for Retirees?
Retirement is very different today than it was even just a decade ago. In many ways, it’s far richer and much more fulfilling. People are staying healthier and living longer. [...]
2020 In Review And The Upcoming Election
It has undoubtedly been quite an eventful year, but 2020 seems like it would not be complete without a Presidential election. Years from now, if someone looked up the [...]
What is a Financial Plan (And do You Need One)?
The Idea of creating a financial plan can be overwhelming. You may be asking yourself whether such a plan is even worth your time and effort. Before we delve into [...]
How To Get Big Tax Breaks And Large Contributions For Retirement Savings
Defined benefit retirement plans allow high income self-employed professionals and owners of small businesses to make the largest IRS approved tax-deductible contributions each year, often $150,000 or more. These plans [...]
2019 Retirement Plan Trends
HISTORICALLY LOW UNEMPLOYMENT HAS RESULTED IN WORKER SHORTAGES IN MANY US CITIES. ATTRACTING AND KEEPING QUALITY EMPLOYEES IS CRITICAL TO MOST COMPANIES. MANY COMPANIES ARE ENHANCING THEIR COMPENSATION AND BENEFITS [...]