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Retirement Planning

Have You Planned How You’ll Spend Your Time Once Retired?

Retirement planning usually focuses on saving enough, Social Security and Medicare, but there’s a big, nonfinancial planning element that too many people overlook. While the ability to fund a secure,…

AdvicePeriodFebruary 27, 2024

Retirement Planning

You Can Now Roll Unused 529 Plan Funds Into a Roth IRA

Investing in a 529 plan can be a great way to fund a child’s or grandchild’s education, but what if your loved one doesn’t spend all the funds in the…

AdvicePeriodFebruary 27, 2024

Monthly Market Commentary

February 2024 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team Happy Start to the New Year Economic data continues to…

AdvicePeriodFebruary 5, 2024

Retirement Planning

Reality vs. Perception: People Retire Earlier Than Planned

Americans’ perception of the age at which they plan to retire often differs from their reality. Most will retire several years earlier than planned, which is why it makes sense…

AdvicePeriodJanuary 16, 2024

Monthly Market Commentary

January 2024 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team Powell's Pivot After its policy meeting in early December, the…

AdvicePeriodJanuary 9, 2024

News

New Reporting Required for Certain Legal Entities: Does It Apply to You?

Effective Jan. 1, 2024, a new reporting requirement requires millions of entities to electronically file a Beneficial Ownership Information (BOI) report with the U.S. Department of Treasury’s Financial Crimes Enforcement…

AdvicePeriodDecember 21, 2023

Taxes

How to Shrink Your Long-term Capital Gains Taxes

When it comes to investing, what matters most isn’t what you earn—it’s what you keep after taxes. That’s why it’s important to plan ahead to minimize taxes on realized investment…

AdvicePeriodDecember 14, 2023

Taxes

Tax-Smart Charitable Giving Strategies

Just like that, we’re in the thick of the holiday season, also known as charitable giving season. It’s a time to be generous, but you can also be tax savvy…

AdvicePeriodDecember 14, 2023

Monthly Market Commentary

December 2023 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team Economy Slows, Markets Soar Slowing U.S. job growth tamped down…

AdvicePeriodDecember 7, 2023

Retirement Planning

How the Timing of Withdrawals Could Make or Break Your Retirement

The saying “timing is everything” rings especially true when you are ready to retire and plan to start withdrawing money from your retirement accounts. Why Does Timing of Withdrawals Matter?…

AdvicePeriodNovember 16, 2023

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