Tax Facts for 2022

By | January 11th, 2022|Uncategorized|

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 incomes between $0 and $83,350.• 15%: Single taxpayers with incomes between $41,676 and $459,750; married couples filing jointly with incomes [...]

Six Financial Best Practices for Year-End 2020

By | November 30th, 2020|Uncategorized|

Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill? Thankfully, with multiple COVID-19 vaccines in the works, there’s hope the load will lighten in the new year, fast approaching. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond, [...]

A Meaningful Message for Thanksgiving

By | November 23rd, 2020|Uncategorized|

Today, we break from financial conversations to celebrate the season with you. We know that’s going to be a tall order this year. After all, families have been coming together for millennia to gather around holiday tables. Counting their blessings. Mourning shared sorrows. Hugging one another tight. It’s heartbreaking how many of our most cherished [...]

A CARES Act Overview

By | April 15th, 2020|Uncategorized|

With much of the country in self-isolation, perhaps you’ve got time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. If you’d prefer, here is a summary of many of the key provisions we expect to be discussing with you in person (virtually), depending on which ones apply [...]

An Evidence-Based Approach to Sustainable Investing Part III: Sustainable Investing Today

By | January 23rd, 2020|Uncategorized|

In parts I and II of our series, “An Evidence-Based Approach to Sustainable Investing,” we introduced key building blocks for sustainable investing, and summarized current strategies for building them into your own portfolio. The ground we’ve covered so far may suffice to help you determine if and how you would like to invest more sustainably. [...]

Retirement Contribution Limits for 2018

By | November 1st, 2017|Uncategorized|

Retirement Plan Contribution Limits Rise for 2018  Slight increases have been made due to mild inflation.   You will able to put a little more into your workplace retirement account in 2018. The federal government has boosted the annual contribution limit on some of the popular qualified retirement plans thanks to inflation and made other adjustments [...]

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