Are You Confused About Investment Costs?
What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when [...]
Tax Planning – The Big Picture
Not unlike that fine painting, your best tax-planning efforts include meticulous attention to the details, as well as to how each action contributes to your big picture. We view effective tax planning as a way [...]
Tax Planning – Controlling What We Can
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. But how do we plan when we cannot know? The particulars [...]
Fighter Planes and Market Turmoil
Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion sickness. If you already have [...]
Finding Your Fiduciary Financial Advisor
In selecting or retaining a financial advisor, how do you know if you’re making a wise choice? This is a challenging subject, indeed. First, the stakes are high. The quality of your selection, or lack [...]
Tax Facts for 2022
Qualified Dividend and Long-Term Capital Gains Rates: The three rates for dividends and long-term capital gains are 0%, 15%, and 20%. • 0%: Single taxpayers with incomes between $0 and $41,675; married couples filing jointly with [...]