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WEBINAR INVITE: 20 Year End Financial Planning and Tax Tips For 2020

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WEBINAR INVITE: 20 Year End Financial Planning and Tax Tips For 2020

Are you nervous about your retirement distributions? Are you nervous about your income tax bracket?

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CALLING ALL CLIENTS! Post Election Strategies: How to Protect Your Wealth and What to Watch on Main Street, Wall Street and in Washington, D.C.

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CALLING ALL CLIENTS! Post Election Strategies: How to Protect Your Wealth and What to Watch on Main Street, Wall Street and in Washington, D.C.

Are you thinking about your retirement and how this election will impact you, your family and your wealth? If you have questions about the market and how to manage through 2020 and 2021, Debra Taylor has the key facts you need to know before making decisions.

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How the Results of the Election Could Impact the Markets and Your Financial Plan

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How the Results of the Election Could Impact the Markets and Your Financial Plan

The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only then will we know the results of the 2020 election.

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Understanding Sequence of Returns Risk

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Understanding Sequence of Returns Risk

One of the biggest risks facing any retirement income plan is sequence of returns. When you retire, you go from accumulation (saving for retirement needs) to decumulation (withdrawing from savings to meet retirement spending needs).

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Four Smart Planning Moves to Consider Before the Election

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Four Smart Planning Moves to Consider Before the Election

Although we cannot be certain as to what will happen on November 3rd, we know that with every election there is a chance for major policy changes.

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How Estate and Gift Taxes Can Impact Your Financial Plan

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How Estate and Gift Taxes Can Impact Your Financial Plan

Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.

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FeeX Client Services – Introducing Retirement by Design

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FeeX Client Services – Introducing Retirement by Design

Are Your Retirement Accounts on Track?   A Retirement Account Management Tool

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How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

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How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 DAF Report.

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How to Make Charitable Giving Part of Your Financial Plan

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How to Make Charitable Giving Part of Your Financial Plan

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

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The Week Ahead: August 17th, 2020: Russia’s Rushed Vaccine Could Backfire, Find Out How This Next Election Will Affect Our Economy and What Is The Future For Small Businesses?…all this and more in The Week Ahead!

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The Week Ahead: August 17th, 2020: Russia’s Rushed Vaccine Could Backfire, Find Out How This Next Election Will Affect Our Economy and What Is The Future For Small Businesses?…all this and more in The Week Ahead!

The Week Ahead Your Weekly News and Updates August 17, 2020 Virtual Tour – South Rim Grand Canyon National Park

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