Featured Articles

Now is the perfect time to review several opportunities to potentially reduce taxable income for tax year 2020.

The pre- and peri-pandemic environments are triggering market movement and tax planning opportunities in 2020.

The CFP recently asked Dan to contribute to an article about personal finance. Read it here:

https://www.cfp.net/knowledge/industry-insights/2020/06/personal-finance-myths-according-to-cfp-professionals-and-how-to-protect-your-clients

Happy Summer! This might be the perfect year to use your staycation to keep your financial house in order.

Financial planners are investing in FinTech, or financial technologies, to stay on top of real-time data and the changing communication space. Dan was recently asked by Investor's Business Daily to contribute to an article on the topic. 

https://www.investors.com/financial-advisors/financial-technology-five-ways-can-help-your-firm/

 https://www.letsmakeaplan.org/blog/view/lets-make-a-plan-blogs/strategies-to-make-the-most-of-your-financial-planner-relationship

Congress passed the SECURE Act and it's time to review several areas of the financial plan, including retirement, income tax, estate planning, and insurance.

SECURE Act will increase age requirement for RMDs

After a rough all-around 2018, equities of all kinds are enjoying a tremendous first quarter. Real estate, small cap stocks, international and emerging are all up over or around double digits. Fixed income has also been positive, with rates decreasing over the last 6 months and the Fed hitting the pause button on any future increases.

Budgets, 401(k) contributions, and credit cards