Posts by Whitney Bond
Claiming Social Security
Written By: A. Suzanne Robertson, CFP® Over the past two weeks in this space, Matt Jaskolka talked about withdrawal strategies to help you maximize the tax benefits and longevity of…
Read MoreLump Sum Distributions
Written By: Ryan Rinehart, Financial Advisor Are you someone that currently has a pension plan with your employer? If you are and you’re getting closer to retirement, it’s likely that…
Read MoreRoth Conversions & You: How Smart Investors Are Taking Advantage of Depressed Portfolios
Written By: Matt Jaskolka, Financial Advisor Let’s face it. 2022 has been difficult. 40-year-high inflation, rising interest rates, a foreign war, domestic concerns, and a seemingly always-declining stock market, are…
Read MoreHSA’s & Health Insurance
In this week’s video Scott discusses 3 ways to make your savings work harder for you. He discusses HSA’s and their benefits and then looks at a way you could…
Read MoreBiden Tax Proposal
The Biden Administration has proposed an increase in the capital gains tax rate and the elimination of the Step-Up in Basis Law. Do you know how it might affect your…
Read MoreYear-End Deadlines: Tax Planning
There are a few tax planning items that have year-end deadlines. Your advisor has likely discussed these items with you throughout the year, but we want you to be aware…
Read MoreElection and the Stock Market Part 11: Where do we stand after the election?
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves…
Read MoreElection and the Stock Market Part 10: Where do we stand after the election?
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves…
Read MoreElection and the Stock Market Part 9: When the Polls are Wrong
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves…
Read MoreElection and the Stock Market Part 8: Two Big Issues Impacting the Market
2020 – It’s been a crazy year, to say the least, and on top of everything….it’s an election year! We know this can be a little tough on the nerves…
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