IRS Section 1202: Don’t Miss This Tax Exclusion

By Paul West, Managing Partner, CFP®, CAP®, CExP   Business owners: do you know that the first $10,000,000 of business sale proceeds could be tax-free? Owing no federal income tax after selling stock may seem far-fetched, but in some instances it’s possible.

How to Leverage Tax-Advantaged Accounts in 2023

Kevin Oleszewski, CFP®, MST, EA, Senior Wealth Planner  As you’re setting your new year’s goals, one that should top everyone’s list is increasing your savings. After all, we’ve recently seen inflation at work, reminding us that even everyday essentials can bust budg …

SECURE 2.0 Act Aims to Increase Retirement Savings for Americans

By Jamie Hopkins, Managing Partner, Wealth Solutions   The SECURE 2.0 Act has passed, making it the largest retirement legislation since the original Secure Act hit in the late 2019.

Charitable Giving Strategies in a High-Income Year

Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

5 Charts Showing the Strength of the Labor Market

Last Friday, yet another strong payroll report was released with the headlines stating payrolls grew 263,000 in September and the unemployment rate fell to 3.5%.

7 Things to Know About the Historically Strong Fourth Quarter

“You make most of your money in a bear market, you just don’t realize it at the time.” —Shelby Cullom Davis We all blinked, and it is now October.  This can be a good thing if you’re hoping for some higher stock prices. As this great quote by Shelby Cullom Davis above explains, it is …

Stop Overlooking These Valuable Workplace Benefits

Kevin Oleszewski, CFP®, Senior Wealth Planner It’s hard to fathom, but there are a lot of employee benefits that people aren’t using correctly — or aren’t using at all.

10 Answers to Questions About the Bear Market

2022 has been historically difficult for investors so far, and it’s likely you have questions. We’re here to answer some of the most common questions we’re hearing nowadays.

Your Most Common Social Security Questions Answered

Chances are good we’ve all felt a bit like Rachel on “Friends” when she peruses her first paycheck in bewilderment and says, “Who’s FICA? And why’s he taking all my money?”

Claiming Your Social Security Benefits Early: When It May Not Pay to Wait

Ryan Yamada, CFP®, Senior Wealth Planner We’ve all heard the conventional wisdom when it comes to claiming Social Security: you should wait as long as you can before claiming benefits. Wait right up to age 70, if possible. After all, that’s when you would get the greatest monthly benefit.

How Much Do I Need to Retire? Planning for Your Unique Retirement Needs

By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research “How much do I need for retirement?” It’s a question I often hear, and one that seems straightforward enough to tackle. Unfortunately, the answer isn’t quite so simple.

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