Missions

Taxing Corporate Buyback Programs

The U.S.Congress imposed, as of last year, a 1% tax on stock buybacks—that is, on the amount of its own stock that a company purchases in the marketplace. 

Briefings - The Economy

Monthly Economic Update – June 2024

June proved to be a month full of ups and downs for stocks. The month began with each of the benchmark indexes listed here posting gains (with the exception of…

Briefings - Markets

The Federal Reserve’s Journal Leaked

If you’re ever curious about what professional economists with access to huge troves of economic data think about the U.S. economy, you can turn to the Beige Book.

Retirement

State Tax Haven’s, Alaska Tops The List

State income taxes aren't the only thing to consider when looking at the overall tax consequence of a state to retire to.

Insurance

How Large is Your Umbrella?

Serious accidents don't happen very often, but when they do, the impact can be devastating.

Taxes

What Taxes May Look Like In The Near Future

Every year, the current presidential administration releases a set of tax-related proposals, essentially a wish list for tax legislation for the coming year.

College Planning

529 Plan Now Convertible to Roth

Starting this year, you can transfer any remaining or stranded funds held in a 529 plan to a Roth IRA.

Estate Planning

Key Estate Planning Documents

Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning…

Elder Care Planning

Watching Over the Elderly

There have been reports that financial elder abuse is on the rise, costing elderly Americans last year an estimated $36 billion.

Investing

Taxing Corporate Buyback Programs

The U.S.Congress imposed, as of last year, a 1% tax on stock buybacks—that is, on the amount of its own stock that a company purchases in the marketplace. 

Basic Training

Insurance Part 1 – Basic Training

In this Basic Training series we look at some of the important types of insurance.

Financial Planning

Autos: Better to Buy or Lease?

If you are in the market for a new vehicle, you might be wondering if leasing it would save you money.