Tripp Boyer, President of Boyer Wealth Management shares an end-of-2019 checklist to potentially reduce your tax bill this year and keep your financial goals moving forward.
Help keep yourself on the right financial path with a few key actions …
Not Ready to Completely Stop Working? Take the Off Ramp
Charlie Jordan of Brightworth shares how to take the off ramp when nearing retirement….
A very common statement I’ve heard from my clients over the years when discussing retirement goes something like this: “I don’t want to just stop working. …
Business Owners: Start Planning Now for the Sale of Your Business
Tim Agnew, CPA/PFS, CFP®, Managing Director of Smith & Howard Wealth Management shares how business owners should start planning now for the sale of their business.
Successful business owners are well aware of the importance of good time management. Daily …
Your IRA Distribution May Be Costing You More Than You Think
Many seniors are hearing the phrase “Qualified Charitable Distribution” or “QCD” from their accountants this time of year. The idea is, if you are over 70 ½, instead of taking your required distribution from your IRA and handling your charitable …
Estate Planning with IRAs
Estate planning attorney Patrick Gibbs warns, “Be careful out there.”
Whenever I meet with an estate planning client, before I get into the process of what should go into the client’s will, I want to go over some of the …
6 Tips to Get Your 2019 Financial House in Order
Lisa Brown of Brightworth shares how making a New Year’s “date” to talk finances can pay off all year long….
On New Year’s Day, my husband and I sit down at the kitchen table and map out our financial plan …
IMPACTFUL GIVING THE EASY WAY
Most charitable giving doesn’t happen because of a tax deduction. Even if you’re not a high-income earner looking for a way to save on taxes, you can still …
TAX STRATEGY: BUNCH YOUR CHARITABLE CONTRIBUTIONS
Many taxpayers who’ve traditionally itemized their deductions might end up simply claiming the standard deduction for 2018. The Tax Cuts and Jobs Act (TCJA) …
How Much is Enough?
At some point, you may ask yourself the question, “Do I have enough to take care of my spouse and myself for the rest of our lives?” This is a …
Qualified Charitable Distributions
More than ever, advisors are recommending to their clients who are over 70 ½ to make their charitable gifts out of their IRAs with those distributions going directly from their IRA to the charity. The great advantage to the “QCD” …