Drew Tignanelli, CPA, CFP® and Michael McCarthy, CPA / PFS, CFP® dive into the non-financial aspects of retirement that are not always top of mind. https://www.youtube.com/watch?v=fYoMSCA1sgk
To All Clients: Two Important IRS Issues You Need to Know About Form 5498 At this time of year, I get lots of clients sending me an official-looking tax form called Form 5498. On it, you will see IRA contributions,…
The Most Evil of All Income Taxations – It’s Time for Change The estate tax, alternative minimum tax, inheritance tax, and Federal Insurance Contributions Act (FICA) are just a few of the ways governmental taxation takes on an evil form…
As of mid-September 2021, Financial Consulate's Hunt Valley office moved to a new location so that we can best adapt to the growth of our firm. Our new Hunt Valley address is: 11019 McCormick Rd, Suite 200, Hunt Valley, MD…