Lee McGowan, CFA, CFP® |
In life and in finances, the difference between success and failure may lie in the choices you make daily – not one monumentally bad decision. Once you've recognized your behaviors, you can start to build a plan to improve them.
Lee McGowan, CFA, CFP® |
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.
Lee McGowan, CFA, CFP® |
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.
Monument Group Wealth Advisors |
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.