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Insights

High Earners Aren’t Eligible for 2021 Child Tax Credit

August 4, 2021

If you’re wondering whether you’re eligible for the 2021 child tax credit, eligibility is as follows: taxpayers with adjusted...

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Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes

July 2, 2021

You’ve worked hard to leave a legacy to charities and loved ones. With potential tax law changes ahead, now...

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Education Funding Strategies

March 17, 2021

When planning for a loved one’s education, it might make sense to combine college saving with estate planning. In...

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Taxes & Home Ownership: What Interest Can You Deduct?

February 26, 2021

As you think about your tax strategy, it’s important to be updated on what type of interest you can...

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IRS Expands Program to Protect Taxpayers’ Identity

February 8, 2021

Effective as of January 2021, the IRS is allowing you to voluntary opt-in to its Identity Protection PIN (“IP...

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Common Tax Errors

March 4, 2020

When you meet with your wealth advisor, he or she can coordinate with your CPA or attorney to help...

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New Coronavirus Relief Package to Help Aid Americans and Businesses

March 2, 2020

Congress recently passed the “Families First Coronavirus Response Act,” bill, and the president signed it into law March 18,...

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Financial Advice: It Shouldn’t Be the Same for Everyone

January 30, 2020

Have you ever received unsolicited financial advice? Your friend tells you Roth IRAs are a home run. Your neighbor...

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Are You SECURE in Your Retirement Planning?

January 2, 2020

Signed into law December 2019, the Setting Every Community Up for Retirement Enhancement bill, or SECURE Act, includes sweeping...

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Navigating the Challenges of Taxes and Divorce

September 20, 2019

Most of us don’t look forward to getting our taxes done, but if you recently filed for divorce or...

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We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

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Fixed Income Explained

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Scary Financial Mistakes to Avoid

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2025 Estate Tax Exemption

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High Earners Aren’t Eligible for 2021 Child Tax Credit