Written by: Madison Bennett, CFP®, CFT-I™ Market downturns are never comfortable or easy to experience. Whether the markets are driven by economic slowdowns, global events, or policy shifts, a declining market can test even the most seasoned investors. However, as…
Written by: Drew Tignanelli As I get older, I find myself visiting more doctors who are specialists: dermatologists, urologists, ophthalmologists, and ENT, orthopedic, and sleep specialists, to name a few. Fortunately, I have a concierge general practitioner who is comprehensive…
In this video, Alec Sunners and Madison Bennett discuss common mistakes people make when planning for retirement.
As many of you know, tax season can be overwhelming, but understanding your return is essential for making informed financial decisions. Whether you’re filing your own return or having your return prepared by a professional, knowing what to look for…
In this video, Leo Lavezza and Drew Tignanelli discuss how to review your tax return and helpful last-minute tax tips.
In this video, Alec Sunners and Graham Ewing discuss the most important issues to think about if you plan on retiring in 2025.
Individuals who may be supporting family members, such as children or parents, should consider whether shifting income to the family member would help to lower the overall tax liability by taking advantage of lower tax brackets and/or tax credits. There…