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Donor-advised funds went from 4.8% of total charitable giving in 2011 to 10.1% in 2020 and — despite all the events that occurred —...

How much thought do you give your charitable giving? Do you simply write some checks or, more likely, visit organizations’ websites, make...

The IRA Contribution Deadline for 2021 is on April 15th, 2022! If you are interested in making a Traditional IRA or Roth IRA...

By Adam E. Day, Financial Advisor Correcting mistakes or making adjustments early into a journey is much easier to accomplish and can...

by Michael Mooney, CFP, MBA As we are now into the New Year, we wanted to make you aware of the updated Contribution/Income Limits (and...

By Michael Mooney, CFP. MBA, Financial Advisor As we approach the end of the year, you may notice some oddities within your portfolio....

Taking these ten actions before year-end will help ensure you're still working toward your financial goals—and that you're prepared for...

Recently enacted legislation provides relief for families and businesses impacted by the coronavirus pandemic. The high level summary...

Wondering when to send your tax documents into the IRS this year and what it includes? ©2019 Wells Fargo Clearing Services, LLC. All...

On December 20, 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law and as a result, there...

The Tax Cuts and Jobs Act lowered the marginal tax rates that apply to ordinary income, such as wages and interest from bonds and savings...

Let’s say you bought shares of stock for $50,000 20 years ago. The company did well, and the stock appreciated so that the shares are now...

The simple answer to this question is “yes.” There are two main types: (1) municipal bonds and municipal bond mutual funds and (2)...

If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or to roll...

A strong savings program is essential for any sound financial strategy. We take Benjamin Franklin’s saying to heart, “A penny saved is a...

Tax reform measures are enacted frequently by Congress, which makes it hard for U.S. taxpayers to know which deductions are currently...

“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws...