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Easy Tax Savings you are Likely Missing- Don't Overlook QCDs Thumbnail

Easy Tax Savings you are Likely Missing- Don't Overlook QCDs

In my opinion, Qualified Charitable Distributions (QCDs) are one of the most underutilized tax strategies around today. This is especially true considering the increased standard deduction amount implemented by the “Trump Tax Law.” Those who qualify and are already giving to charity often get significant tax savings with little-to-no downside by utilizing them. In this article, I will go through some basics of QCDs and three ways they can save taxpayer's money.

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What to Do When You Get a Raise Thumbnail

What to Do When You Get a Raise

In 2022, the US inflation rate was the highest it had been since the early 1980s (1). This puts a lot of strain on the income Americans are earning. Getting a raise, especially a significant one, can go a long way to helping pay for those increases in goods and services. In some cases, it can also be as much of a curse as a blessing. Here are some smart steps you can take to make the most of your raise.

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Playing the Tax Game Thumbnail

Playing the Tax Game

Let's face it; no one enjoys paying taxes. Often I’m asked about managing money in a way that avoids taxes altogether. I’m here to tell you that there is no secret sauce. I think that people have the wrong idea about their taxes. It is not a matter of avoiding them altogether but rather paying them at the lowest rate possible. I’d like to put a few tax-planning strategies on your radar for when tax planning season comes around. This is by no means a comprehensive list, but rather a few key concepts that I think are often overlooked:

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What is My Advisor Doing During a Bear Market? Thumbnail

What is My Advisor Doing During a Bear Market?

Anyone can seem like a good financial advisor when markets are doing well. The expectation investors have when investing in capital markets is to make money, so when expectations are easy to meet, the bar tends to be set pretty low. However, it’s downturns in the markets that separate great financial advisors from mediocre ones. It’s times like these when people may wonder what their financial advisor is doing during this bear market.

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Welcome 2023! Updates in Financial Planning Thumbnail

Welcome 2023! Updates in Financial Planning

2022 has been a challenging year! We’ve seen markets hit lows with virtually every market segment falling in value, including bonds. Inflation skyrocketed, hitting rates the US has not seen in 30 years. The most recent Consumer Price Index numbers were released this morning, reflecting a 7.1% inflation rate for the United States through November(1). This comes as reassuring news, as many economists were expecting higher numbers to close out the year. Albeit, 7.1% is still mighty high.

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