Understanding the Fear Factors that Lead to “Fight-or-Flight” Investing
Posted by Chris Gullotti, CFP® on Tue, 07/07/2020 - 13:10
It's important to learn how to avoid impulsive actions that could harm your financial security over the long run.
The Tax Implications of Working from Home
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Tue, 06/09/2020 - 15:25
With the COVID-19 pandemic keeping many employees working remotely, their tax situation--and yours--may become increasingly complex.
Understanding the Nuances of the Roth “Five-Year” Rule
Posted by Chris Gullotti, CFP® on Tue, 06/09/2020 - 15:14
To reap the tax-free distribution benefits of Roth IRA and 401(k) accounts when you turn 591/2 or older, you need to wait five years.
Early Retirees and Laid Off Workers: Exploring Your Heathcare Options
Posted by Joelle Spear, CFP® on Tue, 06/09/2020 - 15:05
If you or someone you know has been laid off or has accepted an early retirement offer, it’s important to know what healthcare options may be available.
How the Expanded EIDL Program Can Help Your Small Business
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Thu, 05/07/2020 - 11:44
This program offers government-backed loans to help qualified businesses meet expenses and retain employees.
The CARES Act’s Special Charitable Giving Incentives
Posted by Chris Gullotti, CFP® on Wed, 05/06/2020 - 09:15
The Act offers several tax-advantaged reasons to give more in 2020.
Stemming the Epidemic of COVID-19 Scams
Posted by Michael Flaherty, CFP® on Tue, 05/05/2020 - 14:02
Shameless criminals and scammers are profiting from Coronavirus-related fears.
The Importance of Estate Planning in a Health Crisis
Posted by Joelle Spear, CFP® on Tue, 05/05/2020 - 13:50
An up-to-date plan can help you manage family matters during the current health crisis and prepare you for whatever the future may hold.
The CARES Act 2020 RMD Waiver: What You Need to Know
Posted by Michael Flaherty, CFP® on Mon, 04/13/2020 - 15:53
There are potential benefits to forgoing the distribution this year.
Tax Loss Harvesting: A Potentially Beneficial Bear Market Strategy
Posted by Dan Flanagan, CPA/PFS, CFP®, AEP® on Thu, 04/09/2020 - 12:08
Selling stocks at a loss may help you lower your taxes for years to come.