Tip of the Month | Mobile Deposits

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Need to Deposit Checks Into Your Schwab Account? Written By: Andrea Bulen, CFP® Schwab has created a more efficient way to deposit checks into your Schwab account. You’ll simply need to download the Schwab Mobile App on your smart phone or tablet.  Give us a call if you need help finding the application. Once you are logged into the Schwab Application…

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Tip of the Month | I-Bonds

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I-Bonds: An Appealing Alternative to Excess Cash Reserves Written By: Nick Ziarek, CFP®, CFA A lot of attention has been given of late to the old Series I-bonds offered by the US government. And rightfully so; they are a savings bond that offers a combination of a fixed coupon and a variable rate based on…

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Tip of the Month | April 2022

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Estimated Tax Payments Written By: Nick Ziarek, CFA, CFP® Generally, anyone who anticipates they will owe more than $1,000 when they file their return should make quarterly estimated tax payments. Failure to do so can result in a penalty at tax time. The penalty can be avoided if you paid at least 90% of this…

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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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