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...]
How much can market timing cost?
We recommend that you not attempt market timing. Mutual fund company Dimensional Fund Advisors recently crunched the numbers on how much it can cost. It's not pretty. Market timing can cost more than a third of your investment assets if you miss out on just 6 months. For details, including the … [Read more...]
Summer 2023 Financial Planning Newsletter
Our summer 2023 financial planning newsletter is now available. In addition to the investment market updates, it includes tips on retirement contributions including the new rules for 2024 401(k) catch-up contributions. We also cover last week's IRS guidance about Required Minimum Distribution (RMD) … [Read more...]
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