Structured investments
Donating Appreciated Stock
I wanted to blog about this topic because of a recent discussion I had with one of our clients. The client wished to
Alex LaRosa, CFP®
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This week’s insight
I wanted to blog about this topic because of a recent discussion I had with one of our clients. The client wished to
A quick motivation read of self-discovery of what is most important to you and an accompanying worksheet to write down your personal Retirement Big Blocks.
Executive Summary U.S. COVID-19 infections and deaths have been steadily declining from January highs as vaccinations increase. Economic data shows the economy improving but employers are struggling to fill open positions. Tax increases for wealthy households in response to record government spending and increased inflation fears could cause market volatility
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Have you read our latest wealth management insights?
Key Takeaways: Financial planning is critical to financial success in all stages of adult life. Accumulation Transition Decumulation Know what
With vaccine rollouts having such great success in the US, it is time to start thinking about going back to
Intro: Fascinating and surreal. This is how I would describe the recent social distortions of long-standing economic principles of modern
The New 10-year-Rule for Inherited IRA Distributions Intro: Fairness and honesty…I think these are things that most of us want
A market correction is defined as a drop in stock prices of 10% or more from their most recent peaks.
New Tax Proposal Summary The recent proposal from the Biden Administration has made headlines as a tax on the wealthy
If you itemize your deductions the IRS allows you to deduct up to 50% of your adjusted gross income to any donations made to a qualifying charity. However, with the standard deduction doubling many people will lose the ability to itemize. If you no longer itemize but still wish to donate to charity, please contact us to hear about alternatives.
Don’t have a charity in mind?
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It is important to review your portfolio and accounts frequently. Having a plan is important, however we believe the execution of the plan is just as important. Otherwise it can quickly become a useless packet of paper. Please reach out to us if you would like to discuss any of these areas further.
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