Tip of the Month | September 2022

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Reminders for Charitable Giving Written By: Nick Ziarek, CFP®, CFA 1) You maximize the tax efficiency by donating appreciated stock compared to cash. 2) If you write checks to charity directly from your IRA to satisfy your Required Minimum Distributions (RMD), remember to send those checks out early. The charities must receive and deposit the check…

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Financial Planning and Family Values

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Financial Planning and Family Values Written By: Kevin Reardon, CFP® We all know that financial planning is more than just discussions about investments or retirement planning. It brings together complex issues like taxes, insurance, estate planning, charitable giving, and education funding into a cohesive plan. But good financial planning can go even further and seek…

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Your Portfolio During Volatility and Inflation

Written By: Nick Ziarek, CFP® , CFA After markets set record highs the first few days of 2022, they have been on a steady decline. The new year ushered in a renewed focus on inflation. The government’s most common inflation measure is the Consumer Price Index (CPI) which pushed through 7% in January and hit 7.87%…

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Tip of the Month | March 2022

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Written By: Kevin Reardon, CFP® Retirement Income Strategies for High-Net-Worth Individuals For our high-net-worth clients approaching and in retirement, you may have the ability to manage your way into a lower tax bracket compared to when you were working. Here are some factors that might help you achieve that: If still working, maximize pre-tax retirement…

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Tip of the Month | February 2022

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Written By: Nick Ziarek, CFP®, CFA Qualified Charitable Distributions (QCDs) QCD Reminder: If you wrote a check directly to a charity from your IRA in 2021, you will need to report that to your tax preparer as the 1099-R does not distinguish between regular and charitable distributions.

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