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Qualified Charitable Distributions
If you’re charitably minded and in your 70s, there’s a powerful tax strategy you may be overlooking: Qualified Charitable Distributions (QCDs). Typically, withdrawing money from an IRA is taxable. Once…
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What’s the Rush?
Wall Street and the American consumer are eagerly awaiting rate cuts, especially those looking to buy or sell a home.…
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Macroeconomic Update: Maybe a Resilient Economy isn’t so Bad…
According to The Federal Reserve (Fed), when implementing Monetary Policy, they have a ’dual mandate’ of low, stable inflation and…
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Markets – 1st Quarter, 2024
Equity markets had a strong first quarter, with the S&P 500 reaching fresh highs. Bonds have lagged as anticipation of…
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Financial Planning Corner: What is Going on with Social Security?
Five years ago, I wrote a piece addressing concerns about the long-term viability of Social Security (SWM 3rd Quarter 2019…
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Markets – 4th Quarter, 2023
The year started quickly, with the S&P 500 up 6% in January, and by mid-year, it was up 16%. After…
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Financial Planning Corner: Only Two Years Remain!
Most of the individual provisions in the 2017 Tax Cuts and Jobs Act (TCJA) are set to end after 2025.…