by Dan Haines | Jul 25, 2022 | Financial Planning
If you could choose any retirement account to have your assets in, a Roth IRA would likely be at the top of the list. Tax-free growth and a lack of required minimum distributions are a couple of the reasons we have previously highlighted for why to invest in this type...
by Dan Haines | May 20, 2022 | Financial Planning, Investments
For investors in the stock market, one of the challenges is experiencing the market drops that are bound to happen. A number that the media focuses on is a 20% decline in the stock market, defined as a bear market. Each time this happens, some of the characteristics...
by Dan Haines | Apr 18, 2022 | Financial Planning, Stock Compensation
For those looking to use their wealth to support charitable causes, a donor-advised fund (DAF) can be an effective tool. Donor-advised funds may allow you to optimize the tax benefits of your gift, grow contributions tax-free and simplify your giving. In this post, we...
by Dan Haines | Mar 17, 2022 | Financial Planning
Retirement is one of the most important financial decisions you can make in your life. Not only are you traditionally leaving behind a consistent income, but you’re deciding to leave a career you built for 15-25+ years. However, times are changing and so is...
by Dan Haines | Feb 18, 2022 | Financial Planning
As you think about insurance, areas like healthcare, auto, homeowners, and life insurance are often the first areas to come to mind. However, a missing piece for many insurance plans is umbrella insurance. This typically affordable insurance can protect your assets...
by Dan Haines | Jan 18, 2022 | Financial Planning
The spike in inflation we’ve seen this year has impacts beyond having to pay more for goods and services. The IRS uses consumer price inflation (CPI) to determine certain increases to exemptions and deductions for federal tax purposes. These are automatic and...
