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 | February 2022

Tip of the Month Cover Image

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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Non-Cash Donations to Charity


Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Purpose and legacy have long been important considerations for many people as their wealth increases over time. You want to feel good by doing good, all while making sure your money goes as far as possible. There are many tax-advantaged ways to donate that are beneficial…

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Year-End Planning Reminders

Year End Planning Reminders

Year-End Financial Planning Reminders By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® As we approach the end of the year, now can be a good time to make some last-minute planning moves. Position yourself to start 2022 off on a good financial note. Congress is currently debating the Build Back Better Act. To pay for infrastructure bills…

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Donating Appreciated Stock vs. Using a Qualified Charitable Distribution

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Donating Appreciated Stock vs. Using a Qualified Charitable Distribution – which option is right for you? For charitably inclined individuals, there are an abundance of options available to donate money to charity while also maximizing the tax benefit.  Two of the most popular options are donating appreciated stock and…

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