Are my social security benefits subject to income tax?
Did you know that a portion of your Social Security benefits may be subject to income tax? This occurs when your modified adjusted gross income (MAGI), plus 1/2 of your benefits, exceeds specified limits.
Is now a good time to buy gold?
Gold has long been a popular choice for investors seeking stability and diversification in their portfolios as the commodity has historically been used to hedge against economic uncertainty and...
What IRS services are available online?
As part of the Inflation Reduction Act passed by Congress in August 2022, the Internal Revenue Service (“IRS”) recently released its plan for the nearly $80 billion in additional agency funding. A...
Should I be concerned over the current debt ceiling debate?
The fight over the debt ceiling has been dominating news cycles lately. Understandably, this has created concern among many of our clients and spurred a variety of questions about our expectations...
Am I having enough taxes withheld?
Filing your taxes can be a daunting task. This is especially true when you are not confident that you had enough taxes withheld from your paycheck throughout the year. If you have had too little...
Should I be worried about the Silicon Valley Bank collapse?
The fall of major banks like Silicon Valley Bank, Signature Bank, and Credit Suisse have rightly spooked investors and raised questions about the relative health and sustainability of the banking...
What does Medicare cover?
WHAT DOES MEDICARE COVER? Most people are familiar with Medicare Part A (inpatient/hospital coverage) and Medicare Part B (outpatient/medical coverage). These two parts combined make up what is...
Should I sell a stock when the price declines?
SHOULD I SELL A STOCK WITH A DECLINE IN PRICE Deciding whether to sell or hold a stock can be one of the most difficult and important aspects of investing in equity markets, as our emotions can work...
Our team of wealth management advisors, financial planning advisors, and tax advisors regularly write articles to answer frequently asked questions (FAQs). These articles cover topics spanning our comprehensive service offering. We often include the Q&As with our monthly client newsletter covering the current “State of the Economy” and firm updates. In addition, each service page features relevant Q&As to offer additional insight. You can view these articles by scrolling to the bottom of each page and toggling right or left.
Examples of topics our articles cover include: definitions for the different types of power of attorney, the roles of both dividend-paying stocks and fixed income stocks in a portfolio, information on 529 college savings plans, etc. Contact our team if you have any questions regarding our articles and how they relate to your investments.
Furthermore, our goal is to shed light on complicated topics related to wealth management. We hope that by doing so, you can spend less time worrying about your finances and more time making memories. Please send us a note through our contact form if you have suggestions for future articles. We hope you find these articles insightful and educational. Your feedback is always appreciated.
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