Financial Planning Tip November 2024
Federal law requires investors with an IRA to take minimum distributions (RMDs) each year. The SECURE Act changed that law. Then SECURE...
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Financial Planning Tip October 2024
An important provision of the SECURE 2.0 Act allows the transfer of funds from a 529 account to a Roth IRA. Financial media is excited...
Financial Planning Tip September 2024
Interest rates are most likely coming down in the near future. It will affect many borrowers and investors. Here is what we think you...
Financial Planning Tip August 2024
Health Savings Accounts (HSAs) have steadily grown in popularity since their introduction 20 years ago. It's easy to understand why. The...
Financial Planning Tip July 2024
July 2024 Does this email look familiar? Your payment has been initiated successfully. Please log in to your Fifth Third Online Banking...
Financial Planning Tip June 2024
You may have heard of the backdoor Roth IRA. It's a method outlined here, whereby taxpayers who earn too much to contribute directly to a...
Financial Planning Tip May 2024
Are you excited about T+1 Settlement? It’s a pretty big deal for those of us who make a lot of investment trades and it starts on May 28....
Financial Planning Tip April 2024
Gifting and Gift Taxes. If you give large gifts to another person, you probably know about the federal gift tax rules. Here is a little...
Financial Planning Tip March 2024
March 2024 We're about one month into tax filing season, and many tax professionals report an unusually high number of clients are seeing...
Financial Planning Tip February 2024
The books are closed on 2023, and you can't change your tax outlook anymore. Or can you? A few items are worth your consideration before...
Financial Planning Tip January 2024
If you own or operate a small business or partnership of any kind, read this carefully because it may save you thousands of dollars in...
Financial Planning Tip December 2023
Related-party loans: Best Practices Mortgage rates are the highest they've been in close to 20 years making homes difficult for many...
Financial Planning Tip November 2023
Roth IRA makes a great gift Most of our clients are aware of the difference between a traditional IRA and a Roth IRA. The former grants...
Financial Planning Tip October 2023
If you blinked you may have missed it, but 2023 is rapidly drawing to a close. With only a few months left in the year, now is the time...
Financial Planning Tip September 2023
The end of summer is upon us again, and with that, the start of the new school year. Take time over the next couple days to consider the...
Financial Planning Tip August 2023
Have you updated your will recently? If you haven’t looked at your estate planning documents in the last ten years, now is the time to...
Financial Planning Tip July 2023
Now is a good time to be a saver. Money market funds are paying more than 5% and even normally stingy banks are paying for deposits. One...
Financial Planning Tip June 2023
The debt ceiling stand-off has caused some angst for investors who are considering how a possible default might affect their investments....
Financial Planning Tip May 2023
With flowers blooming, birds chirping, and sunsets stretching later, it's clear that spring has arrived, and with it, spring cleaning! If...
Financial Planning Tip April 2023
Deposit insurance is a horribly dull topic -- until it isn't. In the wake of the collapse of several U.S. banks, we are reiterating our...
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