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Posted on December 16, 2022
Act now to save money on 2022 taxes. Key takeaways Retirement savings plans such as 401(k)s and 403(b)s have a December 31 deadline for contributions through payroll deductions. If you itemize, consider charitable contributions and accelerating medical expenses…. Read More
Month: December 2022
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Posted on December 16, 2022
Turning Lemons into Lemonade
by C. Todd Fry, CIMA(R), CFS
As the old adage directs, when you are dealt lemons, make lemonade. It’s time to be opportunistic. We all know it has been a volatile year in the markets. As 2022 draws to a close, we are in the process… Read More
Category: Investment Planning, Market Commentary
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Posted on December 16, 2022
12 Last-Minute Tax Tips for 2022
by C. Todd Fry, CIMA(R), CFS
Act now to save money on 2022 taxes. Key takeaways Retirement savings plans such as 401(k)s and 403(b)s have a December 31 deadline for contributions through payroll deductions. If you itemize, consider charitable contributions and accelerating medical expenses…. Read More
Category: Investment Planning, Tax Planning
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Posted on December 16, 2022
New Year’s Financial Resolutions: Get Your Finances in Shape for 2022
by C. Todd Fry, CIMA(R), CFS
Reshape your finances in the year ahead with these five resolutions. If you’re someone who likes to make resolutions on New Year’s Day, you already know how hard it is to stick to them. Here are five resolutions… Read More
Category: Investment Planning
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