To simplify your year-end tax planning efforts and minimize your tax liability, we recommend a quick review of your Required Minimum Distributions, charitable contributions (including Qualified Charitable Distributions), 529 Plan contributions, and other tax-advantaged retirement contributions.
The Founder of Dimensional shares the importance—in politics and investing—in being able to separate the meaningful information from the noise.
In October 2024, the Social Security Administration and the IRS released the inflation adjustments for Tax Year 2025. Review this information to understand how these changes will affect your financial plan.
Before naming a trust as the beneficiary of an IRA, consider the pros, cons, and complexities of doing so. Trusts can provide control over your assets after death, but with a cost and legal complexities.
A review of 3rd quarter global market returns.
Relationships change over the years, and you may have forgotten to review your beneficiaries in light of new planning goals. A periodic review will help keep your beneficiary designations in alignment with your overall estate planning goals.
Learn the SEC criteria for accredited investors and how to evaluate private equity and startup investment opportunities. This goal of this post is to help you become a discerning investor and evaluate the risks and rewards associated with unregistered securities.
The Fed Funds rate was reduced on Sept. 18, 2024, and you may be wondering about the implications of this decision on the overall economy including consumer spending, stock market performance, and bond market activity. Here's what you need to know.
Any Indiana taxpayer who expects to pay for education expenses in the future should consider opening a 529 plan. Here's why
Educate your friends and family about the red, yellow, and green flags when selecting a financial advisor. Teach others how to avoid bad financial advice by recognizing these key warning signs.