Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …
This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …
Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.
Last Friday, yet another strong payroll report was released with the headlines stating payrolls grew 263,000 in September and the unemployment rate fell to 3.5%.
“You make most of your money in a bear market, you just don’t realize it at the time.” —Shelby Cullom Davis We all blinked, and it is now October. This can be a good thing if you’re hoping for some higher stock prices. As this great quote by Shelby Cullom Davis above explains, it is …
Kevin Oleszewski, CFP®, Senior Wealth Planner It’s hard to fathom, but there are a lot of employee benefits that people aren’t using correctly — or aren’t using at all.
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.
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