Blog
Financial Strategies For Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent. Women and College The reason behind this disparity doesn't seem to be a lack of education or independence. Today, women are more likely to go to...
Five Most Overlooked Tax Deductions – Updated
Five overlooked tax deductions to help manage your tax bill. Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s...
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies. Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an...
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options. Key Takeaways Some universities and major hospitals have huge endowments while your local shelter may struggle to keep its doors open. Sometimes...
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset. We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This transfer...
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance. Have you ever had to deal with a "white elephant"? Not the actual pachyderm, but what Merriam-Webster calls "a property requiring much care and expense yielding little profit" or, more simply,...
Ask Triangle – December, 2023
Market Updates. We’ve been encouraged by recent economic forecasts and numbers that indicate a softer overall inflationary impact. The unemployment rate fell to 3.7%, and U.S. nonfarm payrolls rose to 199,000 in November, a slight increase from the payroll gain of...
New Retirement Contribution Limits for 2024
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Keep in mind that this update is for informational purposes only, so please consult with an accounting or tax professional before making any changes to your...
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income. Most children stop being "and-a-half" somewhere around age 12. Kids add "and-a-half" to make sure everyone knows they're closer to the next age than the...
