Yes! You can still get tax benefits from charitable giving in 2024. With the higher standard deduction, you may have seen your charitable efforts have a reduced or no benefit on your taxes in recent years. However, it's still possible for your generosity to save money on taxes. It just may require a … [Read more...]
Optimistic Aging Virtual Client Event
We are thrilled to be hosting a virtual client event. At this summer's Garrett Planning Network retreat, several of our planners enjoyed hearing psychologist Margit Henderson speak on Optimistic Aging. We found her so informative and inspirational that we partnered with 2 other firms to bring her … [Read more...]
Summer 2024 Financial Planning Newsletter
The summer 2024 financial planning newsletter is now available. In addition to the investment market update, it includes updates on inherited IRA required minimum distributions, HSA contribution limits, and the new Fincen filing requirement for business entities. The newsletter also highlights … [Read more...]
Spring 2024 Financial Planning Newsletter
The Spring 2024 financial planning newsletter is now available. In addition to the investment market update, we include financial spring cleaning ideas and links to some of our team's favorite financial podcasts. We also provide a gentle nudge on keeping your estate planning up-to-date, along with … [Read more...]
Winter 2024 Financial Planning Newsletter
The Winter 2024 Financial Planning Newsletter is now available. It includes an investment market update and some observations about market responses to the Fed's actions. In addition, we provide some updates on the tax consequences of student loan forgiveness and how to fund a Roth IRA from a 529. … [Read more...]
Using a 529 Plan to Fund a Roth IRA
You may have heard that you can use 529 Plan money to fund a Roth IRA. But how does it work? And why would you want to do this? College savings (529) plans are popular tools for saving for college. But the big concern is always: what if my child doesn't go to college? Will I end up paying … [Read more...]
2024 Key Financial Planning Numbers
Here's a quick-reference sheet for some of the 2024 key financial planning numbers. It includes tax brackets, retirement plan contribution maximums, education credits, estate tax exemptions, HSA and FSA maximums, and social security maximum taxable earnings. As a highlight, the 401(k) limit … [Read more...]
Best Financial Planners and Top Wealth Managers 2023 – D Magazine
The D Magazine lists for Best Financial Planners and Top Wealth Managers for 2023 have recently been released. We're delighted to once again be included in both of them. Patty Priddy and Jean Keener have again been named to the Best Financial Planners list. According to D Magazine, they compile … [Read more...]
Fall 2023 Financial Planning Newsletter
The fall 2023 financial planning newsletter is now available. We cover an update on the investment markets along with year-end planning reminders. Plus, we cover how to give to charities and your heirs most tax efficiently if you have charitable intent with your estate planning. In addition, we have … [Read more...]
Tax-Efficient Beneficiary Designations
Many of our clients plan to leave part of their estate to charity and part of it to individual people. If this is one of your goals, you can maximize the value of your gift by thinking about income taxes. Tax-efficient beneficiary designations allow your gifts to go the farthest. Designating all … [Read more...]
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