Due to recent income tax changes, it may be an opportune time to make a qualified charitable distribution (QCD) from your IRA.
Though tax policies haven’t received top billing in this year’s presidential election dialogue, they’re still part of the conversation. Here’s a quick review of each candidate’s tax proposals based on information released by their campaigns.
Buying a home can be a major expenditure. Fortunately, federal tax benefits are still available, even after recent tax reform legislation, to help make homeownership more affordable.
Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part of an estate plan. One option is designating a trust as the IRA beneficiary.
Lee McGowan joins the Goodnow Library Foundation’s board of directors.
Lee McGowan, CFA, CFP® recently discussed index fund investing with CNBC.
The holidays are a popular time for charitable donations. With so many charities to choose from, it’s more important than ever to ensure that your donation is well spent.
As we get into December, many of us think about resolutions for the year ahead. As you reflect on this exercise, we share with you an idea that a father put in place that is worthy of consideration.
If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.
Whether you are feeling elated or deflated about the U.S. Elections now completed, we share a few thoughts related to the “What’s next?” that may be on your mind.
Lee McGowan, CFA, CFP® discussed mutual funds with The Wall Street Journal.
Peter Johnson wrote a piece for the Concord Journal in 2014 regarding HIPAA authorization for college students. We are reposting the article on our blog for all of those who may have missed or need a refresher on the topic. Did you know that if a child is over 18 and is injured or becomes ill at college, the college’s health care office is not necessarily able to communicate with the child’s parents regarding the...