MoneyDo: When To Review Your Estate Plan While August is “Make a Will” Month, it’s also a good time to make sure you review any existing estate planning documents that you have. Estate planning, like financial planning, is an ongoing and evolving process that...
MoneyDo: Consider Paying Off Your Mortgage Early Should you pay off your mortgage early? It’s a question being asked more often today, because tax reform law enacted in late 2017 increased the standard deduction, making it harder to claim mortgage interest as...
MoneyDo: Consider A Roth Conversion Many folks nearing retirement have amassed a significant nest egg in a retirement account. Traditional retirement accounts have special tax circumstances: funds are contributed to these accounts before the associated income...
MoneyDo: The End Of “Stretch” IRAs Over the last 6 months there has been a significant amount of legislation that has impacted IRAs, including the permanent law changes of the SECURE Act and the temporarily relief under the CARES Act. It’s important to...
MoneyDo: Evaluate Your Employee Stock Holdings: How Much & Where Many employers give their employees the option of purchasing stock in the company, as a benefit to employees. In this week’s MoneyDo, we’ll encourage you to consider investing in your employer’s...
MoneyDo: Understand Your Charitable Planning Options It has been over to 100 years since a pandemic has impacted our society in the manner of COVID-19. It has impacted many of us financially and those without financial struggle are wondering how we can help. Churches,...
