Part II: Get Buckets
Financial Planning
Jan 19, 2022
In Part I of our Taking Inventory Series, we outlined how the first step in accomplishing your goals for...
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Managing Capital Gains
Investment Management
Sep 16, 2021
Managing Capital Gains
Investment Management
Sep 16, 2021
With Labor Day behind us, people are beginning to think about how this year will end and what to...
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Lowering Your Tax Bill
Retirement
Mar 18, 2021
Lowering Your Tax Bill
Retirement
Mar 18, 2021
This is the time of year where we get a handful of calls asking us for ideas on lowering...
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Contributing to Your 401(k) in 2021
Retirement
Feb 11, 2021
Contributing to Your 401(k) in 2021
Retirement
Feb 11, 2021
The contribution limits for 401(k), 403(b) and 457 plans remain unchanged in 2021 at $19,500 for savers that are...
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Webcast: Traditional IRA vs. Roth IRA
Retirement
Jul 09, 2020
Webcast: Traditional IRA vs. Roth IRA
Retirement
By: Jude McDonough, CFP® AIF®
Jul 09, 2020
During this brief webcast, I discuss the differences between Traditional IRAs and Roth IRAs. Disclosures
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How Income Affects Medicare Premiums
Financial Planning
May 21, 2020
How Income Affects Medicare Premiums
Financial Planning
By: Jude McDonough, CFP® AIF®
May 21, 2020
You spend your whole life working hard and saving for retirement. You pay into Social Security and Medicare over...
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Lower Taxes on Highly Appreciated Employer Stock
Financial Planning
May 13, 2020
Lower Taxes on Highly Appreciated Employer Stock
Financial Planning
By: Jude McDonough, CFP® AIF®
May 13, 2020
If you have a 401(k) with employer stock that has grown over the years, you may want to consider...
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