2020 Investment Policy Statement Review
Investment Management
By: Christopher D. Ross, CFP®
Jun 08, 2020
Each year during the summer months we kick off our Investment Policy Statement review. The purpose of this campaign...
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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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Is a Roth Conversion in 2020 right for you?
Financial Planning
Apr 15, 2020
Is a Roth Conversion in 2020 right for you?
Financial Planning
By: Christopher D. Ross, CFP®
Apr 15, 2020
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time...
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To Roth Or Not To Roth?
Retirement
Apr 07, 2020
To Roth Or Not To Roth?
Retirement
By: Jude McDonough, CFP® AIF®
Apr 07, 2020
Should I move it into a Roth? That question comes across my desk quite often. Roth IRA’s have really...
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What Income Sources Affect Social Security Taxability?
Financial Planning
Apr 06, 2020
What Income Sources Affect Social Security Taxability?
Financial Planning
By: By: Jude McDonough, CFP® AIF®
Apr 06, 2020
Did you know that Social Security Income is tax free? If you didn’t, then this post won’t upset you. ...
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What You Need to Know About the Recent IRS Tax Payment Relief
Tax Planning
Mar 20, 2020
What You Need to Know About the Recent IRS Tax Payment Relief
Tax Planning
By: Christopher D. Ross, CFP®
Mar 20, 2020
In light of current events and potential financial difficulties caused by the COVID-19 outbreak, the Internal Revenue Service (IRS)...
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