Financial, Investment and Estate Planning Blog

No one likes paying taxes, but most of us realize it's a necessary and important part of a functioning society. When we pay our taxes, we do our part.That said, there are ways to ensure you're not paying more than your fair share. A key component of that calculation is your adjusted gross income (AGI), the figure used to determine how much tax you ...

There are lots of positives to adulthood. You make your own money, you make your own rules, and you make your own decisions. But with that freedom comes responsibility too, and some are harder than others. Particularly difficult is the obligation of what's known as "the sandwich generation," or people who are caring for aging parents and children s...

Nowadays, it's pretty difficult to define what a "traditional" family unit looks like – they literally come in all shapes and sizes. For decades, the number of single-parent households in the U.S. has been rising according to the United States Census Bureau. In fact, children living with a mother only is the second most common U.S. living arrangeme...

We strive to keep you regularly updated with important market changes and news.Please find the Silicon Valley Bank (SVB) - Update from Phil Blancato, Advisor Group's Chief Market Strategist attached below. This update provides details on the collapse of SVB. We're here to answer any questions you may have! Please don't hesitate to reach out. 

 Your job in your thirties most likely offers access to insurance benefits and retirement savings options. Plus, it also provides an excellent opportunity to boost your resume. Working through your twenties gave you marketable skills – so now it's time to leverage those skills to increase your take-home pay. Here are a few essential workplace ...

MYGA Whitepaper-2022-Interactive.pdfIn the wake of the pandemic, more than half of all Americans could end up struggling financially in retirement?A lot of that has to do with recent market volatility both domestic and international. Over the last ten years we've seen the market break records over and over. However, that cycle has changed, and many...

It's common for adult children to ask their parents for financial aid, even if you've worked hard to raise your kids to be self-sufficient. While it may be your instinct to want to help your child, you need to consider how your child's request for help could impact your own retirement plan. Here are some guidelines that can help you avoid potential...

"Should I itemize or take the standard deduction" is a question just about every taxpayer asks. Your tax professional can help you decide which path is best for your situation. But as you get ready for your tax prep meeting, here are answers to three vital questions concerning this common but complicated tax question. What is the definition of Stan...

April 18 is fast approaching, and we know that tax time can sometimes feel like visiting a foreign country, complete with its own language. You'll likely encounter the following tax terms, so we've translated them into plain English to hopefully alleviate confusion and frustration.The 1040: This is the form you'll fill out to help determine how muc...

 It's everyone's favorite time of year: the rush and bustle of the holidays are over, the winter chill is beginning to retreat, birds are returning to sweetly chirp, and taxes are due (come on! Three out of four's not bad!). While we know tax season can feel like a drag, we're here to help you prepare. The lists below highlight the important i...