Team Talk

 
 
 
 
Tax Strategy – Roth Conversion

Tax Strategy – Roth Conversion

Investors often focus on the daily moves of the market, economic predictions, or the S&P 500’s performance when they think about their investment returns. These are things an individual investor cannot control, yet we spend so much time worrying about them! While...

read more
Is 2020 the Year to Gift Big?

Is 2020 the Year to Gift Big?

With a new President taking office in January, many people are wondering about potential changes to the lifetime exemption amount for gift and estate taxes. In 2018, the Tax Cuts and Jobs Act (TCJA) doubled the lifetime gift, estate, and generation-skipping tax...

read more
The Home Stretch: Finishing strong

The Home Stretch: Finishing strong

Financial Planning in the Time of Covid I can’t believe it is December already.  In some ways, the year has flown past; in other ways, it seems like an eternity.  Decades from now, we will be regaling the bored grandkids with tales of 2020, how we fought the raging...

read more
‘Tis the Season for Charitable Giving

‘Tis the Season for Charitable Giving

The CARES Act passed in March gave new tax incentives to encourage charitable giving in 2020. There are a few tax strategies you can take advantage of this year to help maximize your giving while minimizing your taxes. New Deduction Limits for Cash Gifts The CARES Act...

read more
Post-Election Monday

Post-Election Monday

Hold the Presses!!!  (just after 7 am EST) Pfizer just announced a vaccine that is 90% effective! Is this the beginning of the end, after we experienced the “end of the beginning” earlier?  It just might be.  In the words of Pfizer CEO: “Great day for science and for...

read more
Closer than they thought

Closer than they thought

Well, wasn’t that special?[i] I have to confess I went to bed early on election night.  Between the pandemic and this election, I have a serious case of fatigue going on.  But this morning, before dawn, I got what some might consider good news.  While results were...

read more
Coming down to the wire

Coming down to the wire

One more week until Election Day.  After all we have been through this year, some of us are feeling kind of tired.  What should we be thinking about?  Are there things we ought to be considering related to the potential outcomes (e.g., changes in tax policy)? What are...

read more
Retirement Success and Your 401(k)

Retirement Success and Your 401(k)

For National Retirement Security Month, we checked in with our advisors for their best advice on reaching retirement savings goals.  Their top tips boil down to a couple of simple yet often overlooked actions for employees and employers: Deferral rates Most people...

read more
Tax Strategy – Roth Conversion

Tax Strategy – Roth Conversion

Investors often focus on the daily moves of the market, economic predictions, or the S&P 500’s performance when they think about their investment returns. These are things an individual investor cannot control, yet we spend so much time worrying about them! While...

read more
Is 2020 the Year to Gift Big?

Is 2020 the Year to Gift Big?

With a new President taking office in January, many people are wondering about potential changes to the lifetime exemption amount for gift and estate taxes. In 2018, the Tax Cuts and Jobs Act (TCJA) doubled the lifetime gift, estate, and generation-skipping tax...

read more
The Home Stretch: Finishing strong

The Home Stretch: Finishing strong

Financial Planning in the Time of Covid I can’t believe it is December already.  In some ways, the year has flown past; in other ways, it seems like an eternity.  Decades from now, we will be regaling the bored grandkids with tales of 2020, how we fought the raging...

read more
‘Tis the Season for Charitable Giving

‘Tis the Season for Charitable Giving

The CARES Act passed in March gave new tax incentives to encourage charitable giving in 2020. There are a few tax strategies you can take advantage of this year to help maximize your giving while minimizing your taxes. New Deduction Limits for Cash Gifts The CARES Act...

read more
Post-Election Monday

Post-Election Monday

Hold the Presses!!!  (just after 7 am EST) Pfizer just announced a vaccine that is 90% effective! Is this the beginning of the end, after we experienced the “end of the beginning” earlier?  It just might be.  In the words of Pfizer CEO: “Great day for science and for...

read more
Closer than they thought

Closer than they thought

Well, wasn’t that special?[i] I have to confess I went to bed early on election night.  Between the pandemic and this election, I have a serious case of fatigue going on.  But this morning, before dawn, I got what some might consider good news.  While results were...

read more
Coming down to the wire

Coming down to the wire

One more week until Election Day.  After all we have been through this year, some of us are feeling kind of tired.  What should we be thinking about?  Are there things we ought to be considering related to the potential outcomes (e.g., changes in tax policy)? What are...

read more
Retirement Success and Your 401(k)

Retirement Success and Your 401(k)

For National Retirement Security Month, we checked in with our advisors for their best advice on reaching retirement savings goals.  Their top tips boil down to a couple of simple yet often overlooked actions for employees and employers: Deferral rates Most people...

read more
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SHOOK Best in State Advisor

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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