Aug 7, 2020 | Behavioral Finance, Retirement
Blog “Gifting Responsibly and Avoiding Taxes” Each year, the IRS sets a limit called the annual gift tax exclusion which determines how much you can “gift” to someone else and avoid paying any taxes. For 2020, that annual exclusion amount is $15,000 (this can...
Jul 31, 2020 | Behavioral Finance, Retirement
Blog “The Importance of a Health Savings Account” If the last few months are any indication, we can see that healthcare needs and associated expenses are truly an unknown quantity. Healthcare costs can be a major stumbling block for both the young and elderly...
Jun 19, 2020 | Investing, Retirement
Blog “Tips for Lowering Taxes in Retirement” So many financial articles talk about the importance of saving for retirement and how much money you should have saved to retire comfortably. While that is certainly an important topic, considering how these savings...
Jun 12, 2020 | Behavioral Finance, Investing, Retirement
Blog “FOMO with the Stock Market” “Fear of Missing Out” (AKA FOMO), has become very apparent as individuals try to make sense of the meteoric rise in the stock market over the past 60 days. We dive into why the stock market has been going up in a recent post...
Jan 17, 2020 | Investing, Retirement
“9 Simple Tips for Financial Success” Having success with finances doesn’t have to be complicated or chalked up to some mystery that only ultra-wealthy individuals know. Success also isn’t necessarily about being smarter or working harder than everyone else. ...
