May 2021 Recap

By emily | June 2, 2021 |

Written By: Dan Moylan, Chief Investment Officer The official first day of summer is on the way and the vaccinations have accelerated our economic recovery in the U.S., allowing most…

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Estate and Legacy Planning

By emily | May 17, 2021 |

Your legacy means a lot. Protect it by being prepared. In this video, Scott shares the five documents you need to include in your retirement estate plan. You need an…

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Biden Tax Proposal

By Whitney Bond | May 6, 2021 |

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…

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April 2021 Recap

By emily | May 5, 2021 |

Written By: Dan Moylan, Chief Investment Officer The stock market continues the uptrend with President Biden’s vaccination initiative having a big impact on many economies opening up.  The S&P, NASDAQ…

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Bunching & Proper Withdrawal Planning

By emily | April 8, 2021 |

This week, we dive into two strategies to potentially lower your tax bill: Bunching and Proper Withdrawal Planning. Save Thousands with Bunching  Bunching your annual deductions could save you thousands,…

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March 2021 Recap

By emily | April 1, 2021 |

Written By: Dan Moylan, Chief Investment Officer Well, the first quarter of 2021 has ended, I hope everyone had the opportunity to enjoy some nice Spring weather and get outdoors…

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Spousal IRAs

By emily | March 24, 2021 |

Scott shares some tips on using Spousal IRAs to maximize your tax benefits. You may still be able to take advantage of these tips for 2020, since the new tax…

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Tax Deadline Extended

By emily | March 23, 2021

The April 15th deadline to file 2020 federal income taxes for individuals has been automatically extended to May 17th, 2021 according to the recent announcement from the Treasury Department and…

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