Is Now a Good Time to Consider a Roth Conversion?

By Mark Fissel
Posted on October 31st, 2020

This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulence. If you’ve been thinking about converting […]

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Year-End 2020 Tax Tips

By Mark Fissel
Posted on October 31st, 2020

Here are some things to consider as you weigh potential tax moves before the end of the year. Defer income to next year Consider opportunities […]

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Q3 2020 Market Recap

By Clint Edgington
Posted on October 1st, 2020

This quarter enjoyed broad economic optimism, as jobless claims decreased (though obviously still elevated), manufacturing continued its rebound, and COVID-19 case counts decreased off the […]

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Why You May Want to Consider a Roth Conversion Now

By Anne Zavaglia
Posted on October 1st, 2020

Tax policy will play a big role in the election.  The current tax rates are due to sunset after 2025.  That means for most taxpayers, […]

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Is It Time to Think About Tax-Free Income?

By Mark Fissel
Posted on September 30th, 2020

Federal and state governments have spent extraordinary sums in response to the economic toll inflicted by the COVID-19 pandemic. At some point it is likely […]

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Medicare Open Enrollment: It’s Time to Review Your Coverage

By Mark Fissel
Posted on September 30th, 2020

During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be […]

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Questions to Consider During Open Enrollment

By Mark Fissel
Posted on September 30th, 2020

Open enrollment is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year. You can get the most […]

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Incapacity and Advance Medical Directives

By Mark Fissel
Posted on September 30th, 2020

At some point in your life, you may lose the ability to make or communicate responsible health-care decisions for yourself. Without directions to the contrary, […]

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Are You Donating to Charity this Year?

By Anne Zavaglia
Posted on September 30th, 2020

Tax payers that itemize deductions on their federal income tax return can generally deduct gifts to qualified charities. The 2017 tax reform significantly increased the […]

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September 2020

By Mark Fissel
Posted on September 4th, 2020

Monthly Market Recap from Clint Edgington, CFA In our last market update, we felt the market is constantly trying to handicap “how the COVID-19 Pandemic will be solved, when…, and how much permanent […]

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