By Jan Grimm, CFP®, Senior Wealth Advisor. As tax season approaches, it’s important to remember that you still have time to contribute to your Individual Retirement Account (IRA) for the 2023 tax year. Here are considerations you should be aware of: 1. Contribution Limits For the 2023 tax year, the maximum contribution you can make…
Greg Wait featured in Purevant Living’s Person & Planet Fall 2022 magazine. Sustainable investing has become a widely accepted approach to generating competitive investment returns while having a positive global impact on people and planet. According to the US SIF Foundation, $17.1 trillion are in sustainable investment strategies as of the beginning of 2020, a…
The Truth About Trying to Time the Stock Market Many investors convince themselves that they know the stock market is going to move one way or the other. They have a “feeling” – a “hunch” – that drives their investment timing. Here’s the deal: the markets* are full of surprises and “feelings” have little to…
Working Part-Time in Retirement In today’s retiree landscape, many folks decide to phase into full retirement by working part-time. It could be reducing the number of hours with your current employer, finding a “job of passion” or even becoming a consultant. Before considering this transition, it’s smart to know about the financial and tax impact…
Tax Time Frequently Asked Questions This time of year, we are asked a lot of tax-related questions. As we close out the 2021 tax year, here are answers to our four most “Frequently Asked Questions.” Why am I paying capital gains taxes when I didn't sell anything this year? Where did these gains come…
Tips for Managing Sudden Wealth after Death Death of a loved one is always difficult. Sudden death is devastating and upending. Many of us have either unfortunately experienced it or know someone who has been through it. The overwhelming emotional toll of loss is often magnified by the logistical wake of decisions and paperwork. Grieving…
