What to Expect from a Financial Advisor – The 5 C’s, Ep #134
 Have you been on the fence about hiring a financial advisor? This indecisiveness can cost you. Today we’re talking through a list of attributes you should expect when looking…
Take Charge of your Finances
Inherited an IRA in 2020 or Later? Make Sure You Know the New Rule
While an inheritance can be a positive financial event, mourning the loss of a loved one and acclimating to your new financial situation can be one of life’s more stressful…
Where to Save for Retirement When You’re Self-Employed
Saving for retirement can be daunting, especially when you run your own business. Many sole proprietors establish SEP IRAs to achieve tax deferred growth for retirement. If you work for…
Hidden Financial Mistakes and How to Spot Them, Ep #131
Do you ever wonder about what hidden financial mistakes you are missing? Sometimes our financial mistakes aren’t obvious, so in this episode we are discussing 3 hidden financial mistakes that…
What Happens if You Contribute Too Much to a Roth IRA?
So you contributed too much to your Roth IRA. This is often caught during tax season or when reviewing our client’s previous year tax returns. There are several reasons that…
When Will I Have Everything I Need to File My Taxes for 2020?
As we progress into the new year and approach tax filing season, there are several items related to your Pershing accounts we would like to bring to your attention. If…
2021 Contribution Limits
For 2021, only a couple of the contribution limits have increased. A very good practice is to contribute enough of your salary to receive at least the employer match. Also,…
Top 5 Blog Posts from 2020
The end of the year is quickly approaching, and after an unforgettable year we wanted to recap our top 5 blog posts from 2020! Here’s our 5 most read posts…
End of Year Charitable Giving Changes You Should Double-Check
Most taxpayers no longer take the itemized deduction since the passing of Tax Cuts and Jobs Act of 2017. The TCJA effectively doubled the standard deduction raising a much higher…
Should I Make a Roth IRA Conversion?
Have you wondered if a Roth IRA Conversion will save you more in taxes? 2020 has offered a unique opportunity for some taxpayers to capitalize by making a Roth conversion.…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.