Table of Contents1 Bond Taxation: Federal and State Comparison1.1 1. Treasury Bonds (Federal Taxable, State Exempt)1.2 2. Certificates of Deposit (Fully Taxable)1.3 3. Corporate Bonds (Fully Taxable)1.4 4. Tax-Exempt Municipal Bonds (The “Double” or “Triple” Exempt)2 Strategy: The Tax-Equivalent Yield Bond Taxation: Federal and...
Most of us don’t grow up with a “retirement plan.” We grow up with money experiences. Maybe you watched someone stretch every dollar. Maybe you learned to save early. Or maybe money felt stressful, unpredictable…something you were never quite supposed to talk about. Those...
Ready to begin the new year with a renewed focus on your financial well-being? A fresh start is the perfect opportunity to check in on your finances and make thoughtful adjustments along the way. Below is a simple, month-by-month guide to help you stay...
There are many financial strategies to consider throughout the year with your financial advisor and tax accountant. By the end of the year, we know more about next year’s numbers, and we not only strategize for this year, but also the year to come....
Retirement is a series of milestones that arrive as you age. Here are the ones you should know about. The retirement clock doesn’t start the day you stop working. It’s better to think of this period of your life as a range of important...
Autumn is upon us. School is back in session, Monday night football is back, pumpkin spice flavors everything, and open enrollment for Medicare starts October 15th. The good news is that you can review your choices and enroll for Medicare online! If you are...
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