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Expert advice for all walks of life

As a Fee-Only advisor my fiduciary duty is to you alone.
Professional, practical, achievable solutions for your peace of mind

Expert advice for all walks of life

As a Fee-Only advisor my fiduciary duty is to you alone.
Professional, practical, achievable solutions for your peace of mind

Expert advice for all walks of life

As a Fee-Only advisor my fiduciary duty is to you alone.
Professional, practical, achievable solutions for your peace of mind

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Tax

The Sweet Spot for Roth Conversions

Submitted by Concierge Financial Planning, LLC on February 17th, 2020

“Should I be converting to a Roth IRA?” asked John recently during our Getting Acquainted Meeting. His is the second most frequently asked question I’ve had over the past six months from both existing and potential clients, so I wasn’t surprised. The media has been focusing on the Roth conversion over the past year and everyone is wondering how they can take advantage of the opportunity.

Tags:
  • Financial Planning Fundamentals
  • Investing
  • IRA/401K/403B
  • Retirement
  • Saving
  • Tax
  • Read more

Eat your peas and carrots:  two ingredients to financial health

Submitted by Concierge Financial Planning, LLC on May 2nd, 2019

Sears Photo

"Ann, I did everything laid out in my plan and I’m not as far ahead as I would like," lamented my client Ross the other day. This contrasted completely with my meeting with Sylvia earlier in the week where it was I that was aggrieved, "Sylvia, you didn't do anything that I laid out in your plan last year!" To which she retorted accurately, "Yes—that’s true, but I did great financially anyway."

Tags:
  • Behavioral Finance
  • Financial Planning Fundamentals
  • Tax
  • Read more

Tax Reform—or Not?

Submitted by Concierge Financial Planning, LLC on October 2nd, 2017

You can be forgiven if you’re skeptical that Congress will be able to completely overhaul our tax system after failing to overhaul our health care system, but professional advisors are studying the newly-released nine-page proposal closely nonetheless.  We only have the bare outlines of what the initial plan might look like before it goes through the Congressional sausage grinder:

 

Tags:
  • Current Events
  • Tax
  • Read more

Preliminary Trump Tax Forecast

Submitted by Concierge Financial Planning, LLC on November 16th, 2016

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Many of President-Elect Donald Trump’s policy proposals are too vague to analyze, but one area where he has been clear is on reforming our tax system.  Here’s a quick primer on the changes that you can expect to be introduced to Congress in the coming year.

1) A shift from seven income tax brackets to three:

Current (Married Filing Jointly)

10% bracket: $0 to $18,550

15% bracket: $18,550 to $75,300

25% bracket: $75,300 to $151,900

28% bracket: $151,900 to $231,450

Tags:
  • Current Events
  • Tax
  • Read more

The 4 Things to Do Before Retirement

Submitted by Concierge Financial Planning, LLC on October 6th, 2015

Some crucial maneuvers will help soon-to-retire people avoid trouble

I recently contributed to this important Wall Street Journal article by Jane Hodges.

The size of your nest egg isn’t the only thing you should be focused on as you close in on retirement.

So say financial planners and experts, who point to several financial moves investors can make in the years before they leave work that might help them preserve their savings, reduce their tax bills and provide for loved ones and heirs.

Tags:
  • IRA/401K/403B
  • Retirement
  • Social Security and Medicare
  • Tax
  • Read more

Let Uncle Sam Pay Your Favorite Charities

Submitted by Concierge Financial Planning, LLC on April 25th, 2013

“Would you believe Matt gave $60,000 to the school capital campaign?” said my friend Beth.  We were catching up after being out of touch for years and these were the first words out of Beth’s mouth after she learned I was a fee-only financial advisor.  She elaborated on the gift by saying that her husband Matt had just cashed in on some of his stock gains and they had a pool of cash sitting around.

Your interpretation: Wow!  Those people are lucky to have so much money that they can gift $60,000.

Tags:
  • Charitable Giving
  • Tax
  • Read more

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