by Kevin | Mar 24, 2022 | All
With the due date for filing tax returns fast approaching, you may be getting ready to make your 2021 contribution into your IRA or other qualified account. Since we are already into 2022 you can take advantage of that and consider doubling down and also making your...
by Kevin | Mar 16, 2022 | All
With so much going on around us in the market, it is difficult for many of our clients to have time to hit pause and think about the impact of taxes on their retirement savings. We thought to make it easier for you by sharing an up-to-date 2022 Tax Reference Guide for...
by Kevin | Mar 9, 2022 | All
Most of us are asking what impact Russia’s invasion on Ukraine has on us personally, and NBC News helped answer that question– at least for those who are retired teachers in Kentucky. The Kentucky Teachers’ Retirement System lost more than $3 million last week in...
by Kevin | Feb 15, 2022 | All
We are well into tax season which means more and more individuals are beginning to think about their tax refunds, and what to do with them. The answer always relates to how healthy the individual’s cash flow is. If you like the feeling of getting a “windfall” in the...
by Kevin | Feb 13, 2022 | All
Plenty of factors go into understanding whether you are on track to meet your financial goals for retirement, including not just what you have set aside in savings and investments, but your rate of return, and inflation. With the ever-changing market conditions, and...
